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845 advisors near New York, NY
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Michael B
Series 63, Series 65
New York, NY
Citigroup Global Markets
Michael Barrett is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and five years of industry experience. He has been with Citigroup since 2020, following previous roles including a four-year tenure at Yelp. 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 and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.
Daniel W
Series 63, Series 66
New York, NY
Citigroup Global Markets
Daniel Williams is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citigroup Global Markets Inc. since 2010 and holds Series 63 and Series 66 designations. Citigroup Global Markets Inc. 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 with rigorous manager selection and oversight, supporting bespoke solutions for high-net-worth and institutional clients.
Yolanda S
Series 63, Series 66
New York, NY
Citigroup Global Markets
Yolanda Santiago Irizarry is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates at a large institutional scale with unique market roles and commercial arrangements.
Yanique A
Series 63, Series 65, Series 66
Bronx, New York, NY
Citigroup Global Markets
Yanique Anderson is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at LPL Financial, M&T Securities, Inc., and HSBC in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services with a focus on multi-asset, multi-manager strategies and a combination of large institutional scale and unique market roles.
Patrick M
Series 63, Series 65
New York, NY
Citigroup Global Markets
Patrick Manzi is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup since 2016, with prior roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Paladin Solutions Group. He is the sole partner of Omega Partners Consulting, LLC, a financial services consulting firm that is currently inactive. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage, custody, and derivatives services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.
Sebastian F
Series 66
New York, NY
Citigroup Global Markets
Sebastian Franks is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. His work history includes roles at University Partners, Greystar Real Estate Partners, and Fairfield Integrated Systems. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.
Madeline K
Series 66
New York, NY
Citigroup Global Markets
Madeline Keshinover is a Series 66 licensed financial advisor with six years of industry experience, currently with Citigroup Global Markets. Her prior experience includes roles at Morgan Stanley and UBS Financial Services. She has held positions at Columbia University and Binghamton University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.
Penelope V
Series 63, Series 65
New York, NY
Citigroup Global Markets
Penelope Villalona Brito is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Globe Life National Income Division Pappas Org. 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 market roles that include research, security pricing, and derivatives services.
Denise R
Series 63, Series 65
Fort Lee, NJ
Citigroup Global Markets
Denise Rayve is a financial advisor at Citigroup Global Markets with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Santander Securities, HSBC Bank USA, and HSBC Securities. Outside of her advisory role, she is president and co-owner of Great Eastern Pet Supplies LLC, a business she has been involved with since 2003. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains unique market roles such as swap dealer and futures commission merchant.
Archit S
Series 66
New York, NY
Citigroup Global Markets
Archit Singi is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at PwC and J.P. Morgan, as well as academic engagements at NYU Courant Institute of Mathematical Sciences and NYU Stern School of Business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains a combination of large institutional scale with specialized market roles and arrangements.
Emanuel C
Series 63, Series 66
New York, NY
Citigroup Global Markets
Emanuel Cabrera is a financial advisor at Citigroup Global Markets with nine years of experience, including roles at Citibank since 2017 and a prior position at Walgreens. He holds Series 63 and Series 66 licenses. Citigroup Global Markets serves a wide range of clients from workplace participants to ultra-high-net-worth individuals, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional capabilities with unique market roles such as acting as a swap dealer and futures commission merchant.
Kevin H
Series 63, Series 66
New York, NY
Citigroup Global Markets
Kevin Hurd is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Citigroup in 2022, he worked for six years at Cross Shore Capital Management, LLC. 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 market roles that distinguish it from many peers.
Adiz F
Series 63, Series 66
New York, NY
Citigroup Global Markets
Adiz Fernandez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and is based in New York, NY. Fernandez has worked at Citigroup since 2016. 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 and maintains unique market roles, including in-house research and swaps dealing, supporting both discretionary and non-discretionary investment solutions.
Craig M
Series 63, Series 66
New York, NY
Citigroup Global Markets
Craig Marone is a financial advisor at Citigroup Global Markets with credentials including Series 63 and Series 66 licenses. He has been with Citibank since 2015 and is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for maintaining in-house research, operating as a swap dealer and futures commission merchant, and providing bespoke discretionary solutions for very large relationships.
Sandra R
Series 66
New York, NY
Citigroup Global Markets
Sandra Rojas is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities for six years before joining Citigroup in 2018. Outside of her advisory role, she is listed as an owner of rental properties managed by others. 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 with internal oversight and provides bespoke discretionary solutions for large relationships.
Robert W
Series 63, Series 65
New York, NY
Citigroup Global Markets
Robert Weiss is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has held his current role at Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. 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 employs multi-asset, multi-manager strategies and operates with significant institutional scale and specialized market roles.
Terry Z
Series 63, Series 66
Great Neck, NY
Citigroup Global Markets
Terry Zhang is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He has held positions at Citigroup since 2017 and previously worked at JPMorgan Chase Bank and JPMorgan Securities from 2013 to 2017. He holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering comprehensive investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including roles as a swap dealer and futures commission merchant.
Joseph K
Series 66
New York, NY
Citigroup Global Markets
Joseph Kaufman is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2022. His prior work includes roles at Metro by T-Mobile and teaching positions at the University of Florida and MAST@FIU public high school. Citigroup Global Markets Inc. 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 operates with significant institutional scale, including roles as a security-based swap dealer and futures commission merchant.
Jason P
Series 63, Series 66
New York, NY
Citigroup Global Markets
Jason Pilger is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2018, Pilger worked at Credit Suisse (Singapore) Limited from 2015 to 2018. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.
Rosa D
Series 66
New York, NY
Citigroup Global Markets
Rosa D'ambrosio is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at BNP Paribas, Natixis, and the London Stock Exchange. 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 combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.
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845 advisors near New York, NY
Based on your filters