Morgan Stanley
47yrs
Top advisor by experience in New York
4yrs
Dylan DiFlorio
Financial advisor at Citigroup Global Markets
Based in New York, New York, Dylan DiFlorio is a fiduciary financial advisor with 4 years of industry experience. Dylan has been with Citigroup Global Markets since 2025; before that, Dylan spent less than a year at Cetera Investment Advisers. 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
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeCiti Wealth Management, Sales 120 Broadway, New York, NY 10271
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
- Nov 2025 – nowCitigroup Global Markets Inc.Current firm
- Jan 2023 – Jun 2023Cetera Investment Advisers LLCPreviously
Questions to ask Dylan
Tailored to Dylan’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 Dylan
How do I contact Dylan?
Call Citigroup Global Markets at (212) 816-6000 and ask for Dylan DiFlorio. Dylan works from the New York, NY office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Dylan hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Dylan 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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