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Artin Esmaelian Masihi

Advisor at Citigroup Global Markets — La Crescenta, CA

Updated today

Credentials

Series 63, Series 66

Experience

12 years

Location

La Crescenta, CA

Citigroup Global Markets logo

Citigroup Global Markets

Enterprise

Total advisors

2,413

Across 523 offices

Clients per advisor

24 Very Low

Avg AUM per client

$714,318 High

HNW client ratio

40% Very High

About

Artin Esmaelian Masihi is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research, custody services, and specialized market roles.

Client services

Based on Citigroup Global Markets

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Security ratings or pricing Asset allocation advice

Expertise

Based on Citigroup Global Markets

Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Based on Citigroup Global Markets

Executive Founder/Business Owner Attorney Consultant Technology Professional

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Fee options

Percentage

$25,000+: Up to 2.00% annual, negotiable based on multiple factors $25,000,000+: Up to 2.00% annual, negotiable (for Discretionary Bespoke and Advisory Portfolios Custom minimums this high) $100,000+: Up to 2.00% annual, negotiable (varies by program and investment option)

Performance-based

Certain third-party investment managers and private funds may charge performance fees in addition to asset-based fees; CGMI does not charge performance fees at portfolio level.

Other

Account minimum: Varies by program and client segment; lowest specific stated minimum is $25,000 (e.g., Dynamic Allocation Portfolios – UMA Program minimum $25,000; MACS Citi Active Allocation Standard portfolio minimum $25,000; Fiduciary Services and Manager Selection Program minimum $50,000; other programs have much higher minimums, some up to $25 million or more). Because multiple minimums are stated depending on program and investment option, overall account minimum not a single value.

Location

See office

La Crescenta, CA

La Crescenta CA

Advisors at this office

1

Most active in

California

Work history

12 years of industry experience

Citigroup

2022 - Present • 4 years

Burbank, CA

Wells Fargo Clearing

2021 - 2022 • 1 year

Pasadena, CA

Wells Fargo Bank, nA

2021 - 2022 • 1 year

Pasadena, CA

J.P. Morgan Securities

2014 - 2021 • 7 years

Los Angeles, CA

J.P.Morgan Chase

2014 - 2021 • 7 years

Los Angeles, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Drew F

Series 65

Los Angeles, CA

Wideframe Wealth

Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation. Flat fee, fee only.

General tax planning Equity compensation tax strategy Factor investing / smart beta Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Artists or Creative Self-Employed Founder/Business Owner Real Estate Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar

Sevada Z

Series 66

Burbank, CA

LPL Financial

Sevada Zadooryan is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, Bank of America, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Active portfolio management
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

Wealth management
user avatar

Ryan M

CFP®, Series 66

Pasadena, CA

Derive Wealth

Ryan Miyamoto is a CFP® with 21 years of industry experience and currently operates as the sole advisor at Derive Wealth in Pasadena, CA. His prior work includes a two-year tenure at StashClass LLC before focusing on Derive Wealth since 2016. Derive Wealth provides financial planning and portfolio management services to individuals, families, high-net-worth clients, and small businesses. The firm employs a Core + Satellite investment approach using low-cost indexed funds and targeted satellite holdings, with a billing model based on fixed advisory fees rather than asset-based percentages.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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Richard C

Series 65

Monrovia, CA

Diversified Financial Management Group, LLC

Richard Cornfield is a financial advisor with Diversified Financial Management Group, LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Diversified Financial Management Group since 2010. In addition to his advisory role, he is involved in the sale of insurance company products. Diversified Financial Management Group is an independent registered investment adviser serving a broad clientele, including high-net-worth individuals, business owners, and clients nearing or in retirement. The firm recommends third-party portfolio managers and emphasizes asset-allocation strategies focused on capital preservation, while integrating financial planning and offering insurance and planning solutions such as life insurance, annuities, and life settlements.

Annuities General estate planning guidance College savings (529s, UTMA, etc.) Retirement income strategy Long-term care insurance
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