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

Viviana R

Series 65, Series 63

Pasadena, CA

Citigroup Global Markets

Viviana Ramirez is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 65 and Series 63 credentials and has worked at firms including JPMorgan Chase Bank, First Republic Bank, and Northwestern Mutual. Ramirez is based in Pasadena, CA. 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 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

Robert N

Series 63, Series 65

Boca Raton, FL

Citigroup Global Markets

Robert Nicotra is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with unique market roles and proprietary research capabilities.

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

William R

Series 66

Bellmore, NY

Citigroup Global Markets

William Ruland is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and previously worked at Sterling National Bank, LPL Financial, LLC, and Financial Resource Group. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

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

Jasmine A

Series 63, Series 66

O'Fallon, MO

Citigroup Global Markets

Jasmine Adams is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. Outside of her advisory role, she works independently as an Instacart shopper. 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 unique market roles, including operating 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

Diego S

Series 63, Series 65

Weston, FL

Citigroup Global Markets

Diego Scheurich is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. 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 unique institutional capabilities including in-house research and 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

Emerson G

Series 65, Series 63

Bronx, NY

Citigroup Global Markets

Emerson Gomez is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citigroup since 2018, following seven years at Wells Fargo Bank. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security-pricing activities.

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

William H

Series 66

Tampa, FL

Citigroup Global Markets

William Hornbeck is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates, Bank of America, and Merrill prior to his current role. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as acting 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

Jeffrey B

Series 63, Series 65

McLean, VA

Citigroup Global Markets

Jeffrey Bunch is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for seven years before joining Citigroup in 2023. 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 large institutional capabilities, including in-house research and 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

Ryan R

CFP®, Series 66

Northridge, CA

Citigroup Global Markets

Ryan Ramos is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Cetera ADVISORS, Pierson Wealth Management, and Western International Securities. 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 through discretionary and non-discretionary programs, supported by internal oversight and research capabilities.

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

Brian S

Series 63, Series 65

Fort Lee, NJ

Citigroup Global Markets

Brian Sodol is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and specialized market roles.

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

Paulo B

Series 66

Miami, FL

Citigroup Global Markets

Paulo Bettega is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Morgan Stanley, HSBC, and Wells Fargo Clearing. Outside of his advisory roles, he has been involved with Hollywood FC and Sportunity Soccer Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal oversight and research capabilities.

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

Gabriel F

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Gabriel Ferra is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2008. Outside of his advisory role, he is involved in managing a rental property in Miami, FL. 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 implements multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including operating 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 A

Series 63, Series 65

Franklin Square, NY

Citigroup Global Markets

Christopher Aliseo is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at First Republic Securities, HSBC Securities, and Wells Fargo. 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 specialized market roles, including in-house research and 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

Craig A

Series 63, Series 66

Chicago, IL

Citigroup Global Markets

Craig Abraham is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cresset Asset Management and J.P. Morgan Securities. Based in Chicago, IL, he joined Citigroup in 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles, including in-house research and futures services.

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

Huimin J

CFP®, Series 63, Series 65

Albany, CA

Citigroup Global Markets

Huimin Jiang is a CFP® with 11 years of industry experience, currently serving at Citigroup Global Markets since 2015. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a silent owner of a tea shop called Nomi Tea LLC in Albany, California. Citigroup Global Markets serves individual and institutional clients across a range of 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 and execution services, and provides a broad set of advisory and brokerage offerings.

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

Tony W

Series 65, Series 63

San Francisco, CA

Citigroup Global Markets

Tony Wang is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments, Inc. for 17 years before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements 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

Edward D

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Edward Dieguez is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citibank N.A. since 2018, following prior roles at Dieguez Financial Enterprises, Inc. and PNC Investments. He is based in Miami, FL. 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 unique 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

Clauter C

Series 66

New York, NY

Citigroup Global Markets

Clauter Charleston is a Series 66-licensed financial advisor at Citigroup Global Markets with 16 years of industry experience. He previously worked at Merrill for 16 years and UBS Financial Services for one year. Charleston is based in New York, NY. 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, 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

Jin Mun L

Series 63, Series 65

Monterey Park, CA

Citigroup Global Markets

Jin Mun Low is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Joymode Inc., and Standard Chartered Bank. 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 unique market roles, including in-house research and derivatives services.

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

Felix F

Series 66

Mascotte, FL

Citigroup Global Markets

Felix Ferrer is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 14 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale, in-house research, 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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)