Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
4yrs
Harrison Wall
Financial advisor at Citigroup Global Markets
Harrison Wall has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Stamford, Connecticut. After three years at Wells Fargo Advisors, Harrison joined Citigroup Global Markets in 2025, a firm offering financial planning, investment management, and private fund management. The firm 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
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeCWM Retail, Sales 999 Highridge Road, Stamford, CT 06905
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
- Mar 2025 – nowCitigroup Global Markets Inc.Current firm
- 2022 – 2025
Contact Harrison
(212) 816-6000Firm headquarters in New York, NY. Ask for Harrison. CWM Retail, Sales 999 Highridge RoadStamford, CT 06905Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Harrison
Tailored to Harrison’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 Harrison
How do I contact Harrison?
Call Citigroup Global Markets at (212) 816-6000 and ask for Harrison Wall. Harrison works from the Stamford, CT office.
How long has Harrison been a financial advisor?
Harrison has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Harrison hold?
Series 66. Tap any license on this page to see what it allows.
Is Harrison a fiduciary?
Harrison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Harrison paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Harrison 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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