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

Ahmed E

Series 66

New York, NY

Citigroup Global Markets

Ahmed Elgohary is a financial advisor with Citigroup Global Markets in New York, NY. He holds a Series 66 designation and has been with Citibank N.A. UK since 2014. Outside of his advisory role, he manages a rental property in London, coordinating tenant relations and property maintenance. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution and custody services, and derivatives and futures capabilities. 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

Analicia B

Series 63, Series 65

New York, NY

Citigroup Global Markets

Analicia Brocchetto 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 prior roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs while maintaining unique market roles including in-house research and activities 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

Yat Hong L

Series 63, Series 65

Oak Brook, IL

Citigroup Global Markets

Yat Hong Leung is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Citigroup in 2020, Yat worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2017 to 2020, as well as at Fresenius Medical Care Hong Kong Limited in 2016-2017. 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 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

Teofilo R

Series 63, Series 65

Syosset, NY

Citigroup Global Markets

Teofilo Rojas is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He has worked at Citigroup since 2018 and previously spent two years at Capital One Investing, LLC. 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 comprehensive manager oversight and operates with institutional scale and specialized market roles.

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

Beverly W

Series 66

New York, NY

Citigroup Global Markets

Beverly Wilson Mckenzie is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

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

Michael L

Series 66

Tampa, FL

Citigroup Global Markets

Michael Leary is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple 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 operates with significant institutional scale and specialized market roles.

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

Annie Z

Series 63, Series 66

Chicago, IL

Citigroup Global Markets

Annie Zhang is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Citigroup-affiliated firms since 2007, including CitiBank since 2020. Outside of her advisory role, she owns and manages a business called China Kitchen in Chicago. 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 uses multi-asset, multi-manager strategies with internal oversight and provides a range of investment options, 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

Joshua J

Series 63, Series 66

Atherton, CA

Citigroup Global Markets

Joshua Jung is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing, Merrill, J.P. Morgan Securities, and HSBC Bank. Outside of finance, he has had involvement in the restaurant industry. 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 unique market roles, including swap dealer and futures commission merchant activities.

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

Garland H

Series 66

New York, NY

Citigroup Global Markets

Garland Huie is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, 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

Marbel U

Series 65, Series 66

Miramar, FL

Citigroup Global Markets

Marbel Ugando is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 66 credentials and 22 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he serves as the managing member of MAR Investments LLC, which invests passively in a restaurant called Baires Grill Orlando that serves Argentinean cuisine. 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 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

Federico B

Series 66

Miami, FL

Citigroup Global Markets

Federico Battaglia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at various Citigroup entities since 2015, including Citibank NA and CITI International Financial Services LLC. Citigroup Global Markets serves individual and institutional clients through a range of advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies for workplace, high-net-worth, and ultra-high-net-worth segments.

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

Moises S

Series 66

Bronx, NY

Citigroup Global Markets

Moises Saladin is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Bronx, NY. 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 with internal oversight and combines large institutional scale with unique market roles, including 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

Kamran M

Series 65, Series 63

Los Angeles, CA

Citigroup Global Markets

Kamran Mubashar is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several major firms, including Wells Fargo and JPMorgan Chase. Mubashar has held concurrent roles at JPMorgan Securities and JPMorgan Bank, offering a range of banking products and services. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting a broad set of investment solutions for its clients.

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

Jennifer I

Series 63, Series 66

San Antonio, TX

Citigroup Global Markets

Jennifer Irving is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a range of investment advisory programs and broker-dealer execution and custody services, employing multi-asset, multi-manager strategies overseen by internal standards and committees.

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

Elizabeth F

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Elizabeth Fernandez is a financial advisor with Citigroup Global Markets in Miami, FL. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Elizabeth has worked with Citi Private Bank Latin America since 2005. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering multi-asset, multi-manager investment strategies via discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and futures commission merchant services.

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

Gonzalo B

Series 63, Series 66

New York, NY

Citigroup Global Markets

Gonzalo Blanco is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2017. Prior to that, he was with Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. 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 activities.

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

Glenn G

Series 63, Series 66

Morris, IL

Citigroup Global Markets

Glenn Georgantas is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes 20 years at Harris Investor Services Inc. and four years at LPL Financial before joining Citigroup in 2025. 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 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

Neil G

Series 63, Series 66

Los Angeles, CA

Citigroup Global Markets

Neil Greenberger is a financial advisor at Citigroup Global Markets with 29 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 range of investment advisory programs and custody services. Citigroup Global Markets implements multi-asset, multi-manager strategies and operates with significant institutional scale, including 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

Douglas S

Series 63, Series 66

Beverly Hills, CA

Citigroup Global Markets

Douglas Scotti is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2007. Outside of his advisory role, he manages Scotti's Original Springs, LLC, a business involved in trademark management. 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, 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

Michelle M

Series 63, Series 65

Glendora, CA

Citigroup Global Markets

Michelle Ming is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Citigroup since 2019 and concurrently at JPMorgan Chase Bank, N.A. since 2015. Outside of her advisory role, she serves as secretary for Recovery Revelations, Inc., a health care facility. 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 large institutional scale, providing both discretionary and non-discretionary investment solutions.

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”)