Meehan, Bernard
38yrs
Top advisor by experience in Astoria
9yrs
Manuel Gomez
Financial advisor at Citigroup Global Markets
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeAstoria, NY
How the firm is paid ?Percent of assets, Flat fee
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2022 – nowCitigroup Global Markets Inc.Current firm
- Nov 2020 – Jul 2022Hsbc Securities (usa) Inc.Previously
Questions to ask Manuel
Tailored to Manuel’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 Manuel
How do I contact Manuel?
Call Citigroup Global Markets at 212-816-6000 and ask for Manuel Gomez. Manuel works from the Astoria, NY office.
How long has Manuel been a financial advisor?
Manuel has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Manuel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Manuel a fiduciary?
Manuel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Manuel paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Manuel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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