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Brittany Woo

Advisor at Citigroup Global Markets

Updated today

Location

Edison, NJ

Credentials

Series 63, Series 65

Industry experience

6 years

About

Brittany Woo is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following three years at AllianceBernstein. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

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

Edison, NJ

Most active in

New Jersey · New York

Work history

Citigroup

2021 - Present (5 years)

CITIGROUP

2019 - 2021 (2 years)

CITIGROUP

2017 - 2019 (2 years)

Unemployed

2016 - 2017 (1 year)

AllianceBernstein

2013 - 2016 (3 years)

Disclosures

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

Business activities & affiliations

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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Chirag S

Series 65

Marlboro, NJ

CNIV Financial Planning LLC

Chirag Surti is a financial advisor at CNIV Financial Planning LLC with a Series 65 designation and two years of industry experience. He is also an Associate Professor at Rider University, where he teaches business courses and conducts research. In addition to his advisory role, he offers educational seminars and consulting services related to financial planning through his business, IV Educational Ventures. CNIV Financial Planning LLC provides hourly, fee-only investment advice to individuals, families, retirement plan sponsors, nonprofit trustees, and other advisers. The firm follows a passive, long-term investment approach focused on low-cost index funds and ETFs, offering advice without managing or holding client assets.

Passive / index investing
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Matthew W

Series 65

Colonia, NJ

WRIGHT Investment Partners LLC

Matthew Wright is the principal and sole advisor at WRIGHT Investment Partners LLC, with eight years of industry experience. He holds a Series 65 designation and previously worked as a private investor for five years before founding his firm in 2016. Outside of advisory work, he is a principal in a business that owns a small Class C office building. WRIGHT Investment Partners LLC provides portfolio management services to individual and high net worth clients, focusing on personalized Investment Policy Statements and discretionary management. The firm uses a combination of fundamental and quantitative analysis with a long-term trading approach, offering a range of investment products and conducting at least monthly account reviews.

Annuities
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Michael G

Series 66

Elizabeth, NJ

Luxe Capital Management Inc.

Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Passive / index investing
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Jerrold T

Series 65

Highland Park, NJ

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Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Options & derivatives strategies Active portfolio management
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Nitin A

Series 65

Bridgewater, NJ

GA Advisors LLC

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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