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

Soulemane B

Series 63, Series 65

Jersey City, NJ

Citigroup Global Markets

Soulemane Bagayoko is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Credit Suisse Securities, UBS Securities, and Wells Fargo Clearing. His career also includes a position at Uber prior to entering the financial sector. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a security-based swap dealer and futures commission merchant.

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

Yeznik K

Series 63, Series 66

Woodland Hills, CA

Citigroup Global Markets

Yeznik Kazanjian is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2013. 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 maintains large institutional scale with 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

Samantha M

Series 66

Coral Springs, FL

Citigroup Global Markets

Samantha Miranda is a financial advisor at Citigroup Global Markets with a Series 66 license and one year of industry experience. Her prior work includes roles at American Express and Valic Financial Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside specialized market roles.

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

Christina D

Series 66

New York, NY

Citigroup Global Markets

Christina Dispigna is a financial advisor at Citigroup Global Markets with nine years of industry experience. She has been with Citigroup since 2016 and holds a Series 66 designation. Outside of her advisory role, she is listed as the owner of an investment-related LLC formed for a property purchase in Iowa. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm leverages its large institutional scale and unique market roles to provide discretionary and non-discretionary investment solutions, including bespoke offerings for very large relationships.

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

Bernardo C

Series 66

Miami, FL

Citigroup Global Markets

Bernardo Carabelli is a Series 66-licensed advisor at Citigroup Global Markets with four years of industry experience. His prior roles include positions at Intellego Health LLC, Bolfootball LLC, and involvement with the United States Tennis Association, as well as academic roles at Rollins College and Stetson University. 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 generally employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with distinctive market roles and arrangements.

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

Maxwell T

Series 63, Series 66

Chicago, IL

Citigroup Global Markets

Maxwell Tuozzolo is a financial advisor at Citigroup Global Markets with two years of industry experience. He previously worked at Morgan Stanley and Citibank and has a background that includes studies at the University of Colorado, Boulder. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting a broad and complex platform for wealth management.

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

Helena M

Series 66

Ny, NY

Citigroup Global Markets

Helena Macke is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. Her background includes roles at Citi Bank and a degree from Claremont McKenna College. She has experience in hospitality and education sectors through previous positions with Tucci Boutique, Whiskey and Leather, and Horizon Prep. 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 maintains unique market roles, including in-house research and swap-dealer operations.

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

Alana B

Series 66

New York, NY

Citigroup Global Markets

Alana Bichutsky is a financial advisor at Citigroup Global Markets with three years of industry experience. She has been with Citigroup since 2019 and previously worked at Rochester Institute of Technology. She holds the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

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

Wellington Augusto M

Series 66

Miami, FL

Citigroup Global Markets

Wellington Augusto Mazutti is a financial advisor with Citigroup Global Markets holding a Series 66 designation and two years of industry experience. His prior work includes roles at IESE Business School and General Motors. 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 implements multi-asset, multi-manager strategies using both discretionary and non-discretionary programs, combining 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

Javier G

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Javier Gutierrez is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Citibank, Northern Trust Bank, and HIG Capital. 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 unique market roles, including security-based 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

Avi J

Series 63, Series 65

Englewood, NJ

Citigroup Global Markets

Avi Jankelovits is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Citigroup Global Markets since 2011. 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 through discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research, swap dealing, and futures commission merchant operations.

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

Sam G

Series 63, Series 65

Long Island City, NY

Citigroup Global Markets

Sam Ghali is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients through multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and supports a variety of investment vehicles, combining large institutional scale with specialized market roles.

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

Kristin A

Series 65, Series 66

Tampa, FL

Citigroup Global Markets

Kristin Alexander is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 65 and Series 66 licenses and has held positions at Principal Securities Inc., Principal Life Insurance, and MassMutual Life Insurance Company, among others. Her most recent role prior to Citigroup was at Independent Financial Partners. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified 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 oversight committees.

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

Leonardo D

Series 63, Series 65

New York, NY

Citigroup Global Markets

Leonardo Diaz is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Citigroup since 2013. Outside of his advisory role, he is a member of an LLC managing personal real estate holdings in Miami, FL. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant.

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

Armando T

Series 63, Series 66

Dallas, TX

Citigroup Global Markets

Armando Torres is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and commercial arrangements.

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

Pu W

Series 63, Series 66

Naperville, IL

Citigroup Global Markets

Pu Walpole is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. 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 leverages a multi-asset, multi-manager approach with extensive internal research and risk oversight, operating at large institutional scale with capabilities including futures and swap dealing.

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

Armando F

Series 66

Miami, FL

Citigroup Global Markets

Armando Figueroa Cartagena is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2012. 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 market roles, including in-house research, swap dealer activities, and bespoke discretionary solutions for large relationships.

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

Frederick C

Series 63, Series 65

New York, NY

Citigroup Global Markets

Frederick Corsentino Jr. is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets implements multi-asset, multi-manager strategies using both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

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

Yale B

Series 63, Series 65

Brooklyn, NY

Citigroup Global Markets

Yale Bahar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is an owner of multiple rental properties in various U.S. cities, which he manages outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission services.

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

Baodong H

Series 66

Palo Alto, CA

Citigroup Global Markets

Baodong Hu is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Investment Services LLC, East West Bank, and Morgan Stanley Private Bank. 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 maintains in-house research and security-pricing capabilities, operating at a scale that includes roles as a swap dealer and futures commission merchant.

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”)