Merrill
45yrs
Top advisor by experience in Jersey City
11yrs
Sofia Taveras is a fiduciary financial advisor in Jersey City, New Jersey, with 11 years in the industry. Sofia 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 468 advisors with offices in Jersey City, and one of 448 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?More experience than 52% of advisors in Jersey City
Office480 Washington Blvd 16th Floor, Jersey City, NJ 07310
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.
Career
- 2021 – nowCitigroup Global Markets Inc.Current firm
Questions to ask Sofia
Tailored to Sofia’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 Sofia
How do I contact Sofia?
Call Citigroup Global Markets at (212) 816-6000 and ask for Sofia Taveras. Sofia works from the Jersey City, NJ office.
How long has Sofia been a financial advisor?
Sofia has been in the industry since 2016, about 11 years. More experience than 52% of advisors in Jersey City.
What licenses does Sofia hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Sofia a fiduciary?
Sofia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sofia paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Sofia 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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