Morgan Stanley
47yrs
Top advisor by experience in New York
3yrs
Ozlem Artan
Financial advisor at Citigroup Global Markets
Ozlem Artan is a fiduciary financial advisor in New York, New York, with 3 years in the industry. Ozlem joined Citigroup Global Markets in 2024, 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office388 Greenwich Street Tower Building, New York, NY 10013
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
- 2024 – nowCitigroup Global Markets Inc.Current firm
Contact Ozlem
(212) 816-6000Citigroup Global Markets main office 388 Greenwich Street Tower BuildingNew York, NY 10013Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Ozlem
Tailored to Ozlem’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Ozlem
How do I contact Ozlem?
Call Citigroup Global Markets at (212) 816-6000 and ask for Ozlem Artan. Ozlem works from the New York, NY office.
How long has Ozlem been a financial advisor?
Ozlem has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Ozlem hold?
Series 66. Tap any license on this page to see what it allows.
Is Ozlem a fiduciary?
Ozlem is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ozlem paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Ozlem 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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