Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
9yrs
Basil Hussein
Financial advisor at Citigroup Global Markets
Based in Stamford, Connecticut, Basil Hussein is a fiduciary financial advisor with 9 years of industry experience. Basil joined Citigroup Global Markets in 2019, after less than a year at J.P. Morgan Securities and two years at Ameriprise Financial Services. 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 937 advisors with offices in Stamford, and one of 883 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
OfficeCWM Retail, Sales 15 Broad Street, Stamford, CT 06901
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
- 2019 – nowCitigroup Global Markets Inc.Current firm
- Oct 2019 – Dec 2019J.P. Morgan Securities LLCPreviously
- Jan 2018 – Jul 2019Ameriprise Financial Services, LLCPreviously
Questions to ask Basil
Tailored to Basil’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 Basil
How do I contact Basil?
Call Citigroup Global Markets at (212) 816-6000 and ask for Basil Hussein. Basil works from the Stamford, CT office.
How long has Basil been a financial advisor?
Basil has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Basil hold?
Series 66. Tap any license on this page to see what it allows.
Is Basil a fiduciary?
Basil is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Basil paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Basil 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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