Morgan Stanley
47yrs
Top advisor by experience in New York
7yrs
Daniel Gardner
Financial advisor at Citigroup Global Markets
Based in New York, New York, Daniel Gardner is a fiduciary financial advisor with 7 years of industry experience. Daniel has been with Citigroup Global Markets since 2024; before that, Daniel spent two years at Ally Invest Advisors and a year at Fidelity Personal and Workplace Advisors. 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeCWM Retail, Sales 734 Lexington Ave, New York, NY 10022
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
- 2024 – nowCitigroup Global Markets Inc.Current firm
- Oct 2021 – Sep 2023Ally Invest AdvisorsPreviously
- Dec 2019 – Jul 2020Fidelity Personal and Workplace AdvisorsPreviously
Contact Daniel
(212) 816-6000Citigroup Global Markets main office CWM Retail, Sales 734 Lexington AveNew York, NY 10022Office · 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 Gardner. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2019, about 7 years. 7 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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