Osaic Wealth
40yrs
Top advisor by experience in Long Island City
3yrs
Sicong Ai
Financial advisor at Citigroup Global Markets
Sicong Ai has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Long Island City, New York. After a year at J.P. Morgan Securities and two years at Equitable Advisors, Sicong joined Citigroup Global Markets in 2026, 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 52 advisors with offices in Long Island City, and one of 48 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeCWM Retail, Sales 5 Court Square, Long Island City, NY 11101
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
- Sep 2026 – nowCitigroup Global Markets Inc.Current firm
- Dec 2025 – Sep 2026J.P. Morgan Securities LLCPreviously
- Jan 2024 – Jul 2025Equitable Advisors, LLCPreviously
Contact Sicong
CWM Retail, Sales 5 Court SquareLong Island City, NY 11101Office · Get directions Firm main line(212) 816-6000Headquarters: Citigroup Global Markets · New York, NY YouTube channelCitigroup Global Markets
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Questions to ask Sicong
Tailored to Sicong’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 Sicong
How do I contact Sicong?
Call Citigroup Global Markets at (212) 816-6000 and ask for Sicong Ai. Sicong works from the Long Island City, NY office.
How long has Sicong been a financial advisor?
Sicong has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Sicong hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sicong a fiduciary?
Sicong is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sicong paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Sicong 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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