Morgan Stanley
47yrs
Top advisor by experience in New York
6yrs
Dillon Kepler
Financial advisor at Citigroup Global Markets
Dillon Kepler is a fiduciary financial advisor in New York, New York, with 6 years in the industry. Dillon joined Citigroup Global Markets in 2025, after less than a year at Strategic Advisers and four years 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
Experience6 years (since 2021)
How that compares ?6 years in the industry
OfficeCWM Retail, Sales 12 W. 48th St., New York, NY 10036
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
- Sep 2025 – nowCitigroup Global Markets Inc.Current firm
- Mar 2025 – Aug 2025Strategic Advisers LLCPreviously
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Mar 2021 – Mar 2021MerrillPreviously
Contact Dillon
(212) 816-6000Citigroup Global Markets main office CWM Retail, Sales 12 W. 48th St.New York, NY 10036Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Dillon
Tailored to Dillon’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 Dillon
How do I contact Dillon?
Call Citigroup Global Markets at (212) 816-6000 and ask for Dillon Kepler. Dillon works from the New York, NY office.
How long has Dillon been a financial advisor?
Dillon has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Dillon hold?
Series 66. Tap any license on this page to see what it allows.
Is Dillon a fiduciary?
Dillon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dillon paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Dillon 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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