Schrum Private Wealth Management
43yrs
Top advisor by experience in St. Augustine
6yrs
Christopher Haley
Financial advisor at Citigroup Global Markets
Christopher Haley is a fiduciary financial advisor in St. Augustine, Florida, with 6 years in the industry. Christopher joined Citigroup Global Markets in 2022, after a year at Merrill. 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 205 advisors with offices in St. Augustine, and one of 192 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
OfficeSt. Augustine, FL
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
- 2022 – nowCitigroup Global Markets Inc.Current firm
- Apr 2021 – Apr 2022MerrillPreviously
Contact Christopher
St. Augustine, FLOffice · Get directions Firm main line(212) 816-6000Headquarters: Citigroup Global Markets · New York, NY YouTube channelCitigroup Global MarketsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Christopher
Tailored to Christopher’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 Christopher
How do I contact Christopher?
Call Citigroup Global Markets at (212) 816-6000 and ask for Christopher Haley. Christopher works from the St. Augustine, FL office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Christopher 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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