J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
5yrs
Patrick Hagar
Financial advisor at Citigroup Global Markets
Based in San Francisco, California, Patrick Hagar is a fiduciary financial advisor with 5 years of industry experience. Patrick joined Citigroup Global Markets in 2022, 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 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeCiti Private Bank 1 Market Plaza, 42nd Floor, San Francisco, CA 94105
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
- 2022 – nowCitigroup Global Markets Inc.Current firm
Contact Patrick
(212) 816-6000Firm headquarters in New York, NY. Ask for Patrick. Citi Private Bank 1 Market Plaza, 42nd FloorSan Francisco, CA 94105Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Citigroup Global Markets at (212) 816-6000 and ask for Patrick Hagar. Patrick works from the San Francisco, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick 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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