Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
12yrs
Gregory Benson
Full name on record: Gregory Anton Benson
Financial advisor at Citigroup Global Markets
Gregory Benson is a fiduciary financial advisor in Houston, Texas, with 12 years in the industry. Gregory joined Citigroup Global Markets in 2015, a firm offering financial planning, investment management, and private fund management. Citigroup Global Markets reports being paid through a percentage of assets and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 50% of advisors at Citigroup Global Markets
OfficeCiti Private Bank 2700 Post Oak Blvd 5th Floor, Houston, TX 77056
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
- 2015 – nowCitigroup Global Markets Inc.Current firm
Contact Gregory
(212) 816-6000Firm headquarters in New York, NY. Ask for Gregory. Citi Private Bank 2700 Post Oak Blvd 5th FloorHouston, TX 77056Office · Get directions YouTube channelCitigroup Global Markets
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gregory
Tailored to Gregory’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gregory
How do I contact Gregory?
Call Citigroup Global Markets at (212) 816-6000 and ask for Gregory Benson. Gregory works from the Houston, TX office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2015, about 12 years. More experience than 50% of advisors at Citigroup Global Markets.
What licenses does Gregory hold?
Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Gregory 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.
Other advisors nearby
Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
Symphony Financial
47yrs
Top advisor by experience at Symphony Financial
Wells Fargo Advisors
47yrs
Top 1% by experience in Houston
Raymond James & Associates
47yrs
Top 1% by experience in Houston
RBC Capital Markets
47yrs
Randy Nelson
Financial advisor
2 Post Oak Central 1980 Post Oak Blvd, Suite 1630 & 1525
Houston, TX 77056
Houston, TX 77056
Top 1% by experience in Houston