J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
8yrs
Daniel Li
Financial advisor at Citigroup Global Markets
Based in Miami, Florida, Daniel Li is a fiduciary financial advisor with 8 years of industry experience. Daniel joined Citigroup Global Markets in 2025, 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 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeCiti Wealth Management, Sales 13430 S.W. 120 Street, Miami, FL 33186
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
- Aug 2025 – nowCitigroup Global Markets Inc.Current firm
Contact Daniel
(212) 816-6000Firm headquarters in New York, NY. Ask for Daniel. Citi Wealth Management, Sales 13430 S.W. 120 StreetMiami, FL 33186Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Citigroup Global Markets at (212) 816-6000 and ask for Daniel Li. Daniel works from the Miami, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel 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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