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Firms / New York

Citigroup Global Markets Inc.

New York, NY

2,402 advisors$56 billion managed594 offices

About the firm

A registered investment advisory firm based in New York, New York, with about 594 offices. It manages about $56 billion for roughly 58,096 individual clients. Services include financial planning, investment management for individuals and small businesses, managing private funds.

How they work

How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$714,318
Assets under management ?$56 billion
Individual clients58,096
Median years of experience12
Founded10/1

Services

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

Advisors at Citigroup Global Markets

2,402Advisors
12Median years of experience
20States with offices
594Offices
2,402 advisors · Citigroup Global Markets
Citigroup Global Markets
46yrs
Alan Jay Goldberg
Financial advisor
Citi Wealth Management, Sales 17400 Brookhurst St. Suite 200
Fountain Valley, CA 92708
Top advisor by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
45yrs
Sergio Teijelo
Financial advisor
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Suite 100
Miami, FL 33131
Top 1% by experience in Miami
Fiduciary
Call Directions
Citigroup Global Markets
44yrs
Charles Kirkland Davis
Financial advisor
Citi Private Bank 300 Crescent Court, Suite 950
Dallas, TX 75201
Top 1% by experience at Citigroup Global Markets
PlanningInvesting
Call Directions
Citigroup Global Markets
44yrs
Gregory Curtis Manning
Financial advisor
CWM Retail, Sales 750 Washington Blvd
Stamford, CT 06901
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
44yrs
Jerry Lee Hallberg
Financial advisor
Citi Retail Banking 333 N. Redington Street
Hanford, CA 93230
Top advisor by experience in Hanford
Fiduciary
Call Directions
Citigroup Global Markets
44yrs
Kathleen Yvonne Feeney
Financial advisor
CWM Retail, Sales 5700 Connecticut Ave NW
Washington, DC 20015
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
43yrs
Scott Thomas Chronert
Financial advisor
Citi Research & Equity One Market, 40th Floor
San Francisco, CA 94105
Top 1% by experience at Citigroup Global Markets
PlanningInvesting
Call Directions
Citigroup Global Markets
43yrs
Philip Evan Saravis
Financial advisor
Citi Wealth Management, Sales 750 Washington Blvd, Floor 7
Stamford, CT 06901
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
42yrs
Robert Ivan Schwartz
Financial advisor
Citi Wealth Management, Sales 5801 Sunrise Highway
Holbrook, NY 11747
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
42yrs
Denise Biederman Rayve
Financial advisor
Citi Wealth Management, Sales 2071 Lemoine Avenue, Floor 2
Fort Lee, NJ 07024
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
41yrs
Bruce Howard Scharf
Financial advisor
Rockville Centre, NY
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
41yrs
Gary Leigh Lenhart
Financial advisor
Citi Wealth Management, Supervision. 1 Market Plaza, 40th Floor
San Francisco, CA 94105
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
41yrs
Judith Liotta Leahy
Financial advisor
CWM Retail, Sales 1040 Boston Post Road
Rye, NY 10580
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
41yrs
Michael Eric Rosell
Financial advisor
CWM Retail, Sales 435 Main Street
Armonk, NY 10504
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
40yrs
Keith Landry
Financial advisor
Citi Private Bank 153 East 53rd St., 24th, 25th FLS
New York, NY 10022
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
40yrs
Robert Frank Pondt
Financial advisor
Citi Wealth Management, Sales 285 South Lake Avenue
Pasadena, CA 91101
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
40yrs
David Milles Daniel
Financial advisor
CWM Retail, Sales 739 West Channels Islands Blvd.
Port Hueneme, CA 93041
Top advisor by experience in Port Hueneme
Fiduciary
Call Directions
Citigroup Global Markets
40yrs
Brian Sullivan
Financial advisor
Citi Private Bank 480 Washington Boulevard, 16th Floor
Jersey City, NJ 07310
Top 1% by experience in Jersey City
Fiduciary
Call Directions
Citigroup Global Markets
40yrs
Jeff Bank
Financial advisor
CWM Retail, Sales 3101 North Federal Highway
Fort Lauderdale, FL 33306
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
40yrs
Melvin Tom
Financial advisor
Citi Retail Banking 255 North Broadway
Hicksville, NY 11801
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
40yrs
Richard Deverna
Financial advisor
Citi Private Bank 153 East 53rd St., 24th, 25th FLS
New York, NY 10022
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
39yrs
Charles P Churchill
Financial advisor
CWM Retail, Sales 1042 Madison Avenue
New York, NY 10075
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Citigroup Global Markets
39yrs
Andreas P Kokkinos
Financial advisor
Citi Wealth Management, Supervision 480 Washington Boulevard, 16th Floor
Jersey City, NJ 07310
Top 1% by experience in Jersey City
Fiduciary
Call Directions
Citigroup Global Markets
39yrs
Charles Russell Catalanotto
Financial advisor
Citi Wealth Management, Sales 153 E. 53rd AKA 601 Lexington Avenue, 25th Floor
New York, NY 10022
Top 1% by experience at Citigroup Global Markets
Fiduciary
Call Directions

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Also known as

Capital Management Division · Trak for Mutual Fund at NET Asset Value · Trak for Consulting Group Capital Markets Funds · SSB Collective Funds Asset Allocation Service · Smith Barney, Harris Upham & CO., Incorporated · Smith Barney Shearson Inc. · Smith Barney Inc. · Smith Barney Asset Management · Smith Barney · SB Advisor · Salomon Smith Barney Inc. · Salomon Smith Barney 401(k) Advisor Program

About Citigroup Global Markets

How do I contact Citigroup Global Markets?

Call the main office at 212-816-6000. The main office is at 388 Greenwich Street, New York, NY 10013.

How is Citigroup Global Markets paid?

The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.

What services does Citigroup Global Markets offer?

Financial planning, Investment management for individuals and small businesses, Managing private funds, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers, Newsletters and publications, Security ratings or pricing, Other services.

How many advisors work at Citigroup Global Markets?

We list 2,402 advisors currently registered with the firm.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.