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Robert B
Series 66
Jacksonville, FL
Citigroup Global Markets
Robert Bryan is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2021, following an 11-year tenure at Bank of America, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and implements investment strategies through both discretionary and non-discretionary platforms.
Julie B
Series 66
New York, NY
Citigroup Global Markets
Julie Bennett is a Series 66 licensed advisor with Citigroup Global Markets in New York, NY, where she has worked since 2006. She has 22 years of industry experience. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.
Andrea P
Series 66, Series 63
Staten Island, NY
Citigroup Global Markets
Andrea Perrone is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including HSBC Bank USA National Association and Arive Capital Markets before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.
Anthony C
Series 66
New York, NY
Citigroup Global Markets
Anthony Caines is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior work includes positions at Goldman Sachs and Citi Bank. Outside of his advisory role, he is the owner and creator of The Renaissance Files Podcast, a personal development podcast focused on self-actualization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and unique market roles.
Daniel Z
Series 63, Series 65
Manhasset Hills, NY
Citigroup Global Markets
Daniel Zhao is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Citigroup Global Markets since 2013 and previously spent seven years at HSBC Securities (USA) Inc. 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 unique market roles, including in-house research, derivatives services, and bespoke solutions for very large client relationships.
Christopher A
Series 63, Series 65
Greenwich, CT
Citigroup Global Markets
Christopher Alexis is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner of rental properties, which he manages with limited time outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, acting also as a swap dealer and futures commission merchant.
Scott W
Series 63, Series 66
Boca Raton, FL
Citigroup Global Markets
Scott Wetherby is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2017, previously working at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is the managing owner of Wetherby Management LLC. 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 employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains unique market roles, including acting as a swap dealer and futures commission merchant.
Charles C
Series 63, Series 65
New York, NY
Citigroup Global Markets
Charles Catalanotto is a financial advisor at Citigroup Global Markets with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citigroup since 2022. His prior experience includes roles at PNC Investments and HSBC Bank USA, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supporting complex solutions for high-net-worth clients alongside large institutional-scale operations.
Gofran C
Series 66
New York, NY
Citigroup Global Markets
Gofran Chowdhury is a financial advisor with Citigroup Global Markets holding a Series 66 designation and over a decade of industry experience, including multiple tenures at Citigroup and a period at National Australia Bank. He is based in New York, NY. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains distinctive roles such as swap dealer and futures commission merchant.
Kenny G
Series 66
Chicago, IL
Citigroup Global Markets
Kenny Garcia is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2019, following a three-year tenure at Wells Fargo Bank, N.A. Based in Chicago, IL, Garcia currently serves clients through Citigroup’s enterprise platform. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides specialized solutions for high-net-worth and ultra-high-net-worth clients.
Jason B
Series 63, Series 66
Port Jefferson, NY
Citigroup Global Markets
Jason Bonito is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Citigroup since 2017 and previously worked at Joseph Stone Capital, LLC from 2013 to 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with distinctive market roles, providing varied advisory solutions including discretionary accounts, alternative investments, and lending secured by advisory assets.
Carmen H
Series 66
San Antonio, TX
Citigroup Global Markets
Carmen Hill is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at Citigroup Global Markets Inc. since 2017 and previously held roles at The Leaders Group Inc. and Dennis Hill/The Leaders Financial Group. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.
Sergiy M
Series 63, Series 65
Brooklyn, NY
Citigroup Global Markets
Sergiy Mizevych is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and risk management capabilities, operating at a large institutional scale with specialized market roles.
Carlos R
Series 63, Series 66
Miami, FL
Citigroup Global Markets
Carlos Rodriguez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and seven years of industry experience. He has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo in various roles. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains an institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.
Mike L
Series 63, Series 66
Miami, FL
Citigroup Global Markets
Mike Larrea is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Citibank, Bci Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Based in Miami, FL, he has extensive experience within the Citigroup organization since 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides customized solutions for high-net-worth and institutional clients.
Nitika S
Series 63, Series 65
Fort Lee, NJ
Citigroup Global Markets
Nitika Sethi is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup since 2010. Citigroup Global Markets Inc. 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 and leverages its large institutional scale and specialized market roles to provide bespoke discretionary solutions and extensive research capabilities.
Warren J
Series 63, Series 66
Los Angeles, CA
Citigroup Global Markets
Warren Johnson is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.
Christopher H
Series 66
West Palm Beach, FL
Citigroup Global Markets
Christopher Hurley is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at CITI Private Bank since 2010. Based in West Palm Beach, FL, Hurley’s tenure at a major private bank forms the core of his career background. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale with specialized market roles, including security-based swap dealing and futures commission merchant services.
Larisa S
Series 63, Series 66
O'Fallon, MO
Citigroup Global Markets
Larisa Sharockman is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she serves as a caretaker for her mother on weekends. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.
Karina Elizabeth M
Series 65, Series 63
Brooklyn, NY
Citigroup Global Markets
Karina Elizabeth Morales Medina is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Citigroup since 2016, with a brief period supporting Victory Capital Mutual Funds and serving as an HR Support Officer in the U.S. Army Reserve. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with in-house research and specialized market roles, providing a range of discretionary and non-discretionary investment solutions.
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