Morgan Stanley
47yrs
Top advisor by experience in New York
12yrs
David Lowenstein
Financial advisor at Citigroup Global Markets
David Lowenstein is a fiduciary financial advisor in New York, New York, with 12 years in the industry. David joined Citigroup Global Markets in 2021, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 51% of advisors in New York
Office388 Greenwich Street, New York, NY 10013
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?1 state
Services through Citigroup Global Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowCitigroup Global Markets Inc.Current firm
- 2014 – 2019Citigroup Global Markets Inc.Previously
Contact David
(212) 816-6000Citigroup Global Markets main office 388 Greenwich StreetNew York, NY 10013Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Citigroup Global Markets at (212) 816-6000 and ask for David Lowenstein. David works from the New York, NY office.
How long has David been a financial advisor?
David has been in the industry since 2014, about 12 years. More experience than 51% of advisors in New York.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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