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

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.

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

Robert D

Series 63, Series 65

New York, NY

Citigroup Global Markets

Robert De Boyrie is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. His previous work experience includes roles at Citigroup since 2017, Bareburger, and the University at Albany SUNY. Citigroup Global Markets serves individual and institutional clients across multiple 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 and integrates in-house research, operating at a scale and with market roles that distinguish it from many peers.

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

Salvatore I

Series 66

Uniondale, NY

Citigroup Global Markets

Salvatore Isola is a Series 66 credentialed advisor at Citigroup Global Markets with three years of industry experience. His prior work includes roles at Gio's Atlantic Beach and media companies BQE Media and Queens Ledger. Citigroup Global Markets serves a diverse range of individual and institutional clients with multi-asset, multi-manager investment programs, combining large institutional scale with unique market roles such as acting 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

Ying L

Series 66

New York, NY

Citigroup Global Markets

Ying Lu is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including Cetera and ICBC Bank. Her other business activities include managing a rental property with her husband. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer services. The firm combines large institutional scale with unique market 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

Alexa P

Series 66

Uniondale, NY

Citigroup Global Markets

Alexa Paiva is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. She previously worked at UBS Financial Services and People's Alliance Federal Credit Union. Outside of finance, she has experience working in the food service industry at Strathmore Bagels. 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 through discretionary and non-discretionary programs 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

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

Richard B

Series 63, Series 65

Uniondale, NY

Citigroup Global Markets

Richard Burkimsher is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at HSBC Bank USA and David Lerner Associates. 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 supported by internal standards and oversight committees and operates with a combination of large institutional scale and unique market roles.

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

Yin Fong C

Series 63, Series 65

New York, NY

Citigroup Global Markets

Yin Fong Chu is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She 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, providing a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and 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

Satrohan H

Series 66

Uniondale, NY

Citigroup Global Markets

Satrohan Heeralall is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2009. 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 both discretionary and non-discretionary programs and maintains several unique market roles, including acting 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

Sterlin S

Series 66

Uniondale, NY

Citigroup Global Markets

Sterlin Streeter is a financial advisor at Citigroup Global Markets with Series 66 registration and two years of industry experience. Prior to joining Citigroup, he worked at the American Red Cross and held positions at Adelphi University and St Francis Preparatory School. Citigroup Global Markets serves individual and institutional clients across a range of wealth management segments and offers multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. 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

Gege F

Series 63, Series 65

New York, NY

Citigroup Global Markets

Gege Fan is a financial advisor at Citigroup Global Markets with three years of industry experience. Prior to joining Citigroup in 2023, Gege worked at Kohls + Sephora and New York Life. 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 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

Jason R

Series 63, Series 66

Uniondale, NY

Citigroup Global Markets

Jason Romeo is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2018, with prior experience at Anchor Consulting, DiVenti & Lee CPAs, and Cineflix. 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 provides both discretionary and non-discretionary investment solutions.

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

Veronica C

Series 65, Series 63

New York, NY

Citigroup Global Markets

Veronica Chan is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. 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 internal oversight and manages notable institutional scale and 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

Ilya G

Series 63, Series 65

New York, NY

Citigroup Global Markets

Ilya Gindin is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner of several family investment properties, with most management duties performed by his spouse. 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 implements multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by 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

Dylan D

Series 65, Series 66

New York, NY

Citigroup Global Markets

Dylan Di Florio is a financial advisor at Citigroup Global Markets with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at ADP, Franklin Templeton Institutional, and Cetera. Di Florio is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs combined with broker-dealer execution and custody services. The firm integrates in-house research and unique market roles to provide tailored solutions for clients, including discretionary and non-discretionary strategies.

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

Wendy B

Series 66

Uniondale, NY

Citigroup Global Markets

Wendy Birkett is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2014. 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 leverages its institutional scale, in-house research, and unique market roles to provide a broad range of financial solutions.

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

John E

Series 63, Series 65

New York, NY

Citigroup Global Markets

John Emberger Jr. is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Infiniti of Willow Grove and The Great Britians before joining Citigroup in 2017. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies and a broad spectrum of advisory and execution services. The firm is notable for its large institutional scale, in-house research capabilities, and roles 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

Kenneth C

Series 63, Series 66

New York, NY

Citigroup Global Markets

Kenneth Clough is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, Merrill, and Bank of America. 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 and operates with a combination of institutional scale and 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

Katie A

Series 66

New York, NY

Citigroup Global Markets

Katie Angelino is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC for six years before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles, including security-based 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

Ashana H

Series 63, Series 66

New York, NY

Citigroup Global Markets

Ashana Harp is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and J.P. Morgan Securities. 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 institutional-scale operations including in-house research and roles as a swap dealer and futures commission merchant.

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")