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Russ K

Series 63, Series 65

New York, NY

Citigroup Global Markets

Russ Krokoff is a financial advisor with Citigroup Global Markets in New York, NY. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. His prior work includes positions at HSBC Securities (USA) INC. and HSBC Bank USA, N.A. from 2014 to 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale with unique market roles, including activity as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Lenard R

Series 63, Series 65

New York, NY

Citigroup Global Markets

Lenard Reives is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at CitiGroup since 2018, previously serving at Sovereign Bank and Santander Securities. 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 unique market roles, including in-house research and security-pricing activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Randolph F

Series 63, Series 65

New York, NY

Citigroup Global Markets

Randolph Feliz is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Santander Bank and Santander Securities for nine years. He is president of INR Enterprises, a dormant LLC. 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 combines 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
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