Osaic Wealth
40yrs
Top advisor by experience in Long Island City
7yrs
David Glad
Financial advisor at Citigroup Global Markets
David Glad is a fiduciary financial advisor in Long Island City, New York, with 7 years in the industry. David joined Citigroup Global Markets in 2022, 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 52 advisors with offices in Long Island City, and one of 48 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeCiti Private Bank Two Court Square, 12th Floor, Long Island City, NY 11101
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
- 2022 – nowCitigroup Global Markets Inc.Current firm
Contact David
(212) 816-6000Firm headquarters in New York, NY. Ask for David. Citi Private Bank Two Court Square, 12th FloorLong Island City, NY 11101Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask David
Tailored to David’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 David
How do I contact David?
Call Citigroup Global Markets at (212) 816-6000 and ask for David Glad. David works from the Long Island City, NY office.
How long has David been a financial advisor?
David has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David 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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