Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Rui S

Series 63, Series 65

Whitestone, NY

Citigroup Global Markets

Rui Su is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has been with Citigroup Global Markets since 2011 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and market roles, including in-house research and derivatives trading capabilities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Pedro S

CFA®, Series 63

Miami, FL

Citigroup Global Markets

Pedro Saro Liano is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Citigroup Global Markets. Prior to joining Citigroup in 2025, he worked for seven years at Santander Private Banking. Citigroup Global Markets 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, combining large institutional scale with specialized market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Alex R

Series 66

New York, NY

Citigroup Global Markets

Alex Ruiz is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. Citigroup Global Markets is notable for its multi-asset, multi-manager strategies, in-house research capabilities, and its roles as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Christopher F

Series 66, Series 63, Series 65

O'Fallon, MO

Citigroup Global Markets

Christopher Folz is a financial advisor with Citigroup Global Markets, holding Series 66, Series 63, and Series 65 licenses and five years of industry experience. His prior roles include positions at TD Ameritrade, Pennymac, and Citimortgage. 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 with internal oversight and provides bespoke discretionary solutions for large relationships.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Yoshiki H

Series 66

Greenwich, CT

Citigroup Global Markets

Yoshiki Hirabayashi is a financial advisor at Citigroup Global Markets with 7 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2011, including roles at Citibank, N.A. and Citigroup Global Markets. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Xinxin G

Series 63, Series 65

Palo Alto, CA

Citigroup Global Markets

Xinxin Guan is a financial advisor at Citigroup Global Markets with 10 years of industry experience. They hold Series 63 and Series 65 licenses and have worked at Citigroup since 2016. Prior to that, Guan was with U.S. Bancorp Investments, Inc. and US Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions for both discretionary and non-discretionary portfolios.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Vicheth C

Series 66

Jacksonville, FL

Citigroup Global Markets

Vicheth Chhay is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked with Citigroup Global Markets since 2023 and previously was employed at Bank of America and Merrill Lynch from 2012 to 2021. Between 2021 and 2023, he took time away from the industry as a homemaker. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and provides a range of investment products including separately managed accounts, mutual funds, ETFs, and alternative investments.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Ryan G

Series 63, Series 66

Costa Mesa, CA

Citigroup Global Markets

Ryan Glatt is a financial advisor with Citigroup Global Markets in Costa Mesa, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at JPMorgan Chase Bank and JPMorgan Securities. Outside of finance, he owns and teaches at the Orange County Martial Arts Center, providing instruction in martial arts and self-defense. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies alongside broker-dealer execution, custody services, and derivatives trading. The firm is notable for its large institutional scale, in-house research capabilities, and range of advisory programs.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Carlos F

Series 66

Miami, FL

Citigroup Global Markets

Carlos Fuhrmeister is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has worked at Citigroup Global Markets since 2015 and holds a Series 66 designation. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside execution and custody services. The firm combines large institutional scale with specialized market roles, providing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Johnathan E

Series 66

Oak Brook, IL

Citigroup Global Markets

Johnathan Ellison is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Citigroup Global Markets and has previously held roles at several firms including Morgan Stanley, E*Trade Capital Management, and JPMorgan Chase Bank. Citigroup Global Markets serves a diverse client base ranging from workplace and high-net-worth individuals to ultra-high-net-worth segments. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Jacob B

Series 66

Dallas, TX

Citigroup Global Markets

Jacob Brull is a financial advisor with Citigroup Global Markets in Dallas, TX, holding a Series 66 designation and 14 years of industry experience, all with Citigroup since 2012. Outside of his advisory role, he manages non-operating working interests in oil and gas leases through J-B Oil Investments, LLC, and oversees a family farming operation in Hays, Kansas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives trading.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Maria Flora A

Series 63, Series 66

New York, NY

Citigroup Global Markets

Maria Flora Algarate is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at HSBC Bank USA and Banco Santander International. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Kevin V

Series 63, Series 66

New York, NY

Citigroup Global Markets

Kevin Vega is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citiprivate Bank since 2019, following 13 years at Citibank N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad 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 institutional-scale capabilities including in-house research, swap dealing, and futures commission merchant services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Anila Y

Series 63, Series 65

New York, NY

Citigroup Global Markets

Anila Young is a financial advisor at Citigroup Global Markets with ten years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Neuberger Berman, Legg Mason & Co, and as a self-employed advisor. Outside of her advisory role, she is a passive co-owner of a short-term vacation rental property managed through an LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and execution services. The firm combines large institutional scale with specialized market roles, providing both discretionary and non-discretionary advisory solutions.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Joel N

Series 63, Series 66

New York, NY

Citigroup Global Markets

Joel Nielsen is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Citigroup since 2018 and previously held roles at Deutsche Bank and Strategic Funding Source. 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 with both discretionary and non-discretionary options, supported by in-house research and large-scale institutional capabilities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Amanda D

Series 63, Series 65

San Antonio, TX

Citigroup Global Markets

Amanda Dowdy Gustafson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Citigroup Global Markets since 2007, based in San Antonio, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and customized advisory solutions.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Calum L

Series 65, Series 63

Port Jefferson, NY

Citigroup Global Markets

Calum Leonard is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at UBS, Gex Capital, and JPMorgan Chase. Leonard is based in Port Jefferson, NY. Citigroup Global Markets serves individual and institutional clients across multiple 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, combining large institutional scale with unique market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Marc F

Series 66

Katonah, NY

Citigroup Global Markets

Marc Ferraiola is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, E*TRADE Capital Management LLC, Worden Capital Management LLC, and the University of Buffalo. 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 and provides advisory, execution, custody, and specialized lending services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Matthew L

Series 66

New York, NY

Citigroup Global Markets

Matthew Lawlor is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, Ameriprise, and Tyton Partners. Outside of finance, he has experience with Baruch College Athletics and has been involved in educational environments. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Parsa T

Series 66

Beverly Hills, CA

Citigroup Global Markets

Parsa Talehakimi is a financial advisor at Citigroup Global Markets holding a Series 66 designation with experience beginning in 2023. His prior roles include positions at The Barthwell Group, Wells Fargo, and Gelfand, Rennert, & Feldman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")