Morgan Stanley
47yrs
Top advisor by experience in Paramus
11yrs
Robert Wrage
Financial advisor at Citigroup Global Markets
Robert Wrage has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Paramus, New Jersey. Robert has been with Citigroup Global Markets since 2022; before that, Robert spent less than a year at Morgan Stanley. Citigroup Global Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 739 advisors with offices in Paramus, and one of 666 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeCWM Retail, Sales 700 Route 17 N., Paramus, NJ 07653
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
- 2022 – nowCitigroup Global Markets Inc.Current firm
- Nov 2021 – Apr 2022Morgan StanleyPreviously
- Jun 2020 – Nov 2021Citigroup Global Markets Inc.Previously
Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Citigroup Global Markets at 212-816-6000 and ask for Robert Wrage. Robert works from the Paramus, NJ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert 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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