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

Eduardo M

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Eduardo Mejia is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citi Bank since 2019, following prior roles at Popular Bank and Wells Fargo. Outside of his advisory role, he works part-time as an inbound stocker at a large retail store in Miami. 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, alongside 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

Samantha L

Series 65, Series 63

Jacksonville, FL

Citigroup Global Markets

Samantha Levin is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 designations and 12 years of industry experience. She previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm uses multi-asset, multi-manager strategies with oversight committees to select and monitor managers and maintains unique market roles such as 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

Ting C

Series 63, Series 65

New York, NY

Citigroup Global Markets

Ting Cheung is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Citibank N.A. since 2017 and previously at Bank of America from 2015 to 2017. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by extensive 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

Christie B

Series 66

Miami, FL

Citigroup Global Markets

Christie Bergamin is a financial advisor at Citigroup Global Markets with three years of industry experience. She has been with Citigroup since 2017, following a year at Citibank N.A. She holds the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad set of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies with oversight committees to select and monitor managers, 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

Mathew L

Series 66

New York, NY

Citigroup Global Markets

Mathew Lazzarini is a financial advisor at Citigroup Global Markets with four years of industry experience. He has held positions at Coatue Management, LionGrove LLC, and PriceWaterhouseCoopers. Outside of his advisory work, he is involved in catering through The Chef's Agency, assisting with events primarily on weekends. 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 maintains large-scale institutional capabilities including in-house research, derivatives trading, and bespoke discretionary solutions.

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

Tania M

Series 63, Series 65

New York, NY

Citigroup Global Markets

Tania Martinez is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2019, following eight years at J.P. Morgan Chase Bank and J.P. Morgan Securities. 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, supported by in-house research, and provides customized solutions for large client relationships.

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

Cristal C

Series 66

New York, NY

Citigroup Global Markets

Cristal Chung is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2004. 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 large institutional scale with specialized 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

Daniel R

Series 66

Tampa, FL

Citigroup Global Markets

Daniel Rodriguez Ortiz is a financial advisor with Citigroup Global Markets in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. He has worked at Citigroup since 2018 and previously was with Raymond James Financial Services Advisors and Raymond James Financial Services. Outside of his advisory role, he is involved in retail operations with Best Buy, working part-time in inventory management. 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 programs and maintains significant institutional scale combined with unique market roles.

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

Michael C

Series 63, Series 65

White Plains, NY

Citigroup Global Markets

Michael Collins is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citi since 2012 and holds Series 63 and Series 65 licenses. 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 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

Luis C

Series 63, Series 66

Jacksonville, FL

Citigroup Global Markets

Luis Chevez is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Citigroup in 2019, he worked at J.P. Morgan Securities LLC and JPMorgan Chase from 2016 to 2019. 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 institutional capabilities with unique market roles, including operation 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

Giuseppe F

Series 63, Series 65

New York, NY

Citigroup Global Markets

Giuseppe Ferrucci is a financial advisor at Citigroup Global Markets with 21 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 wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities alongside specialized market roles.

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

Khashayar E

Series 66

Fountain Valley, CA

Citigroup Global Markets

Khashayar Emrani is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at several major firms, including J.P. Morgan Securities, Bank of America, Merrill, and LPL Financial. His prior business activities include managing a real estate rental investment entity. 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, providing a broad range of advisory, execution, and custody services.

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

Jaime M

Series 66

New York, NY

Citigroup Global Markets

Jaime Moraiz is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2023. Prior to his advisory role, he attended Fordham University’s Gabelli School of Business. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, providing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market functions, including in-house research and execution roles, and offers a broad set of advisory and custody services.

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

Tuo M

Series 63, Series 66

New York, NY

Citigroup Global Markets

Tuo Mei is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including the United Nations Federal Credit Union Advisors, Raymond James Financial Services, and TIAA-CREF before joining Citigroup in 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as security-based 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

Charles A

Series 63, Series 65

Scarsdale, NY

Citigroup Global Markets

Charles Androsiglio Jr. is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007, with a brief tenure at Wells Fargo Clearing in 2019. He is based in Scarsdale, NY. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a comprehensive range of investment advisory programs and broker-dealer 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

Inyong H

Series 63, Series 65

Bronxville, NY

Citigroup Global Markets

Inyong Hwang is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citibank NA for 13 years. Outside of his advisory role, he owns and manages a rental property in Cliffside Park, NJ. 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 implemented through discretionary and non-discretionary programs and combines 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

Samphors C

Series 66, Series 63

San Antonio, TX

Citigroup Global Markets

Samphors Chea is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Citigroup in 2018, he worked at Texas A&M University - San Antonio and H&R Block. Outside of his advisory role, he owns and manages a bakery shop, working approximately 10 hours per month on cash flow and operations, and also works as a baker for Shipley Donuts. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing discretionary and non-discretionary strategies that include exposure to alternative and digital-asset products.

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

Mark C

Series 66

New York, NY

Citigroup Global Markets

Mark Chuirazzi is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022. Prior to his current role, he has experience at Penn State University, Pittsburgh National Golf Club, Treesdale Community Center, and North Allegheny School District. 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 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

Alan U

Series 66

New York, NY

Citigroup Global Markets

Alan Umansky is a financial advisor at Citigroup Global Markets with Series 66 credentials and one year of industry experience. His prior roles include positions at ColRich and Correlation Ventures, as well as experience with SM International Trading Corp and involvement at Boston College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and maintains institutional capabilities such as 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

Maria P

Series 66

Miami, FL

Citigroup Global Markets

Maria Patino is a Series 66-licensed financial advisor with Citigroup Global Markets in Miami, FL, where she has worked since 2007. She has 24 years of industry experience. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution and custody services. The firm combines large institutional scale with unique market roles and arrangements, 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
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”)