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

Mario G

Series 63, Series 65

Staten Island, NY

Citigroup Global Markets

Mario Girone is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Citigroup since 2014. Outside of his advisory role, he is involved in managing several real estate entities in New York and New Jersey. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of 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, maintaining internal oversight and utilizing external partnerships to manage client portfolios.

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

Alexander M

Series 63, Series 65

Bloomingdale, IL

Citigroup Global Markets

Alexander Marks is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets Inc. 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 with internal oversight and maintains unique market roles, including in-house research and operations 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

Vivek S

Series 66

Miami, FL

Citigroup Global Markets

Vivek Sugumaran is a financial advisor at Citigroup Global Markets with over two years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Outside of his advisory role, he operates a small personal business selling used educational and fiction books on Amazon. 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 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

Eric K

Series 65, Series 63

New York, NY

Citigroup Global Markets

Eric Kreitzer is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has been with Citigroup since 2018 and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2014 to 2018. 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 with both discretionary and non-discretionary programs and operates with a combination of large institutional scale and extensive market roles.

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

Albert K

CFP®, Series 66

Chicago, IL

Citigroup Global Markets

Albert Kim is a CFP® certified financial advisor at Citigroup Global Markets with 13 years of industry experience. He previously worked at Northern Trust Bank and Northern Trust Securities, Inc. for five years each, and Ameriprise Financial Services, Inc. for three years. 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

Laura H

Series 63, Series 66

Chicago, IL

Citigroup Global Markets

Laura Hernandez is a financial advisor at Citigroup Global Markets in Chicago with eight years of experience at Citi Private Bank and five years at Citibank. She holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution and custody services, and derivatives and futures services. The firm utilizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

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

Hugo U

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Hugo Ulloa is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is an owner of rental properties in Florida and Mexico with minimal monthly time commitment. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, and maintains institutional-scale operations including in-house research and unique market roles.

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

Ozlem A

Series 66

New York, NY

Citigroup Global Markets

Ozlem Artan is a Series 66-licensed advisor at Citigroup Global Markets with two years of industry experience. She has been with Citigroup since 2000. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs that include discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles, providing multi-asset, multi-manager solutions and facilitating lending secured by advisory assets.

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

Sushma G

Series 63, Series 66

New York, NY

Citigroup Global Markets

Sushma Gupta is a financial advisor at Citigroup Global Markets in New York, NY, with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup since 2015. 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 and maintains significant institutional scale with in-house research, derivatives services, and unique market roles.

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

Juan G

Series 66

Des Plaines, IL

Citigroup Global Markets

Juan Galaviz is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2015, including his current role since 2022, with a one-year tenure at U.S. Bancorp Investments in between. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through 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

David A

Series 66

Jacksonville, FL

Citigroup Global Markets

David Avila Angarita 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 Deutsche Bank, Bank of America, N.A., and Merrill. 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, leveraging internal oversight and external partnerships to manage and monitor investments.

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

Gledia N

Series 63, Series 65

Boston, MA

Citigroup Global Markets

Gledia Nasrah is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Securities LLC, JPMorgan Chase Bank NA, Citizens Securities Inc., and Clarfeld Financial Advisors LLC. Outside of her advisory role, she is a minor silent partner in a family-owned fitness studio. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs with both discretionary and non-discretionary options. 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

Christopher M

Series 63, Series 66

Washington, DC

Citigroup Global Markets

Christopher Martin is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CGMI / Citi Private Bank since 2012. 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 through discretionary and non-discretionary programs and maintains large institutional scale with specialized roles, including 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

Sean B

Series 66

Staten Island, NY

Citigroup Global Markets

Sean Broderick is a Series 66-licensed financial advisor with Citigroup Global Markets, where he has worked in Citi Personal Wealth Management since 2010. He has 16 years of industry experience. Outside of his advisory role, he is the owner and personal trainer at United Health and Fitness, LLC, and serves on the board of directors for The Greenbelt Conservancy in Staten Island, focusing on greenbelt preservation and education. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside brokerage and custody services. The firm combines large institutional scale with unique market roles, providing discretionary and non-discretionary strategies that include alternative investments and digital assets.

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

Dariana G

Series 63, Series 65

Potomac, MD

Citigroup Global Markets

Dariana Gordon is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds Series 63 and Series 65 designations 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 uses multi-asset, multi-manager strategies and combines large institutional scale with specialized 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

Robyn B

Series 66

Houston, TX

Citigroup Global Markets

Robyn Bruechert is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her prior roles include positions at JPMorgan Chase & Co. and Dominion Energy. 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 and maintains significant in-house research and market roles, distinguishing it from many peers.

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

Harrison A

Series 66

New York, NY

Citigroup Global Markets

Harrison Anderson is a Series 66 licensed advisor at Citigroup Global Markets with one year of industry experience. His prior professional background includes roles outside the financial advisory sector, such as positions at DarioHealth and Catasys. 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 both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and commercial arrangements.

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

David S

Series 63, Series 65

Rock Hill, NY

Citigroup Global Markets

David Skurowitz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Citigroup since 2015. 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 employs multi-asset, multi-manager strategies and integrates in-house research and execution capabilities, supporting complex and large-scale client relationships.

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

Klever P

Series 65, Series 63

New York, NY

Citigroup Global Markets

Klever Piedra is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at UBS Financial Services, Santander Securities, J.P. Morgan Securities, and TD Bank. 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 with internal oversight and provides customized solutions for high-net-worth clients alongside institutional scale and unique market roles.

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

Jonathon D

Series 63, Series 65

Woodland Hills, CA

Citigroup Global Markets

Jonathon De Vase is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Mutual of Omaha, Ameritas Advisory Services, NYLIFE Securities LLC, and New York Life Insurance Co. He is based in Woodland Hills, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, and combines large institutional scale with unique market roles such as in-house research and swap dealing.

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")