Morgan Stanley
47yrs
Top advisor by experience in New York
4yrs
Qi Wang
Financial advisor at Citigroup Global Markets
Qi Wang has worked in the financial industry for 4 years and is a financial advisor based in New York, New York. After less than a year at Citi Private Alternatives, Qi joined Citigroup Global Markets in 2022, a firm offering financial planning, investment management, and private fund management. Qi holds the CFA designation.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeCiti Private Bank 388 Greenwich Street, 30th Floor, 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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowCitigroup Global Markets Inc.Current firm
- Jun 2022 – Jun 2010Citi Private Alternatives, LLCPreviously
Contact Qi
(212) 816-6000Citigroup Global Markets main office Citi Private Bank 388 Greenwich Street, 30th FloorNew York, NY 10013Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Qi
Tailored to Qi’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 Qi
How do I contact Qi?
Call Citigroup Global Markets at (212) 816-6000 and ask for Qi Wang. Qi works from the New York, NY office.
How long has Qi been a financial advisor?
Qi has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Qi hold?
Series 63. Tap any license on this page to see what it allows.
Is Qi a fiduciary?
Qi is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Qi paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Qi 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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