UBS Financial Services
47yrs
Top advisor by experience in Pasadena
11yrs
Pierre Bitar
Financial advisor at Citigroup Global Markets
Pierre Bitar is a fiduciary financial advisor in Pasadena, California, with 11 years in the industry. After a year at HSBC Securities (usa), Pierre 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 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeCiti Wealth Management, Sales 285 South Lake Avenue, Pasadena, CA 91101
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?2 states
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.
Career
- 2021 – nowCitigroup Global Markets Inc.Current firm
- Sep 2020 – May 2021HSBC Securities (usa) Inc.Previously
Contact Pierre
(212) 816-6000Firm headquarters in New York, NY. Ask for Pierre. Citi Wealth Management, Sales 285 South Lake AvenuePasadena, CA 91101Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Pierre
Tailored to Pierre’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 Pierre
How do I contact Pierre?
Call Citigroup Global Markets at (212) 816-6000 and ask for Pierre Bitar. Pierre works from the Pasadena, CA office.
How long has Pierre been a financial advisor?
Pierre has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Pierre hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Pierre a fiduciary?
Pierre is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Pierre paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Pierre 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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