Osaic Wealth
41yrs
Top advisor by experience in Flushing
10yrs
Wayne Tang
Financial advisor at Citigroup Global Markets
Wayne Tang is a fiduciary financial advisor in Flushing, New York, with 10 years in the industry. Wayne joined Citigroup Global Markets in 2021, 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 101 advisors with offices in Flushing, and one of 87 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
OfficeCiti Retail Banking 38-17 Main Street, Flushing, NY 11354
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
Contact Wayne
(212) 816-6000Firm headquarters in New York, NY. Ask for Wayne. Citi Retail Banking 38-17 Main StreetFlushing, NY 11354Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Wayne
Tailored to Wayne’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 Wayne
How do I contact Wayne?
Call Citigroup Global Markets at (212) 816-6000 and ask for Wayne Tang. Wayne works from the Flushing, NY office.
How long has Wayne been a financial advisor?
Wayne has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Wayne hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Wayne a fiduciary?
Wayne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wayne paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Wayne 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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