Advisors at this firm
Marie A
Series 66
Los Angeles, CA
Citigroup Global Markets
Marie Alinsao is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2021. Prior to that, she spent five years at Keel Point and one year at Extended Travel. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with specialized market roles, including derivatives and futures services.
Wanqiu W
Series 66
Costa Mesa, CA
Citigroup Global Markets
Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2022, Wanqiu worked at Citibank N.A. from 2017 to 2022 and at Bloomingdales from 2015 to 2017. Citigroup Global Markets Inc. 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 maintains unique market roles, including swap dealer and futures commission merchant activities.
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.
Nathanael M
Series 63, Series 65
Jacksonville, FL
Citigroup Global Markets
Nathanael Mueller is a financial advisor at Citigroup Global Markets with credentials including Series 63 and Series 65 licenses. He has approximately four years of experience in the financial industry, with prior roles at Fidelity Investments and various positions outside the industry including work in education and retail. 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 combines large institutional scale with specialized market roles and arrangements.
Kelly S
Series 66
Miami, FL
Citigroup Global Markets
Kelly Sullivan is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at Merrill and UBS Financial Services. 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, alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles such as serving as a security-based swap dealer and futures commission merchant.
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.
Anand B
Series 63, Series 66
San Antonio, TX
Citigroup Global Markets
Anand Bhakta is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2015. Outside of his advisory work, he is the owner of KBAB LLC, a beer sales business based in San Antonio, TX. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.
Jacqueline F
Series 66
Fountain Valley, CA
Citigroup Global Markets
Jacqueline Fiata is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank, Park Avenue Securities, Guardian Life Insurance, Bank of America, and Merrill. 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 operates with both discretionary and non-discretionary programs, supported by in-house research and specialized market roles.
Brandon M
Series 66
Port Jefferson, NY
Citigroup Global Markets
Brandon Mangan is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2025, he was associated with Bank of America and Merrill from 2021 to 2024. He has also been involved with organizations connected to lacrosse, including For The Love of the Game Lacrosse, Inc. and Major League Lacrosse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains several unique market roles, including functioning as a swap dealer and futures commission merchant.
Celine C
Series 63, Series 65
Saratoga, CA
Citigroup Global Markets
Celine Chen is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. 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, broker-dealer execution and custody services, and provides derivatives and futures services, utilizing a multi-asset, multi-manager approach with internal standards and oversight committees.
Michael D
Series 63, Series 65
Florence, KY
Citigroup Global Markets
Michael Ducker is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2005. 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 with internal oversight and offers solutions including discretionary and non-discretionary programs, mutually managed accounts, and exposure to alternative investments.
Jacob P
Series 66
Corona, CA
Citigroup Global Markets
Jacob Pathe is a Series 66 licensed financial advisor with Citigroup Global Markets, where he has worked since 2007. He has 22 years of industry experience. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including acting as a swap dealer and futures commission merchant.
Alejandro C
Series 66
Miami, FL
Citigroup Global Markets
Alejandro Chirino is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015 in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with capabilities including derivatives and futures services.
Mainul H
Series 63, Series 66
Jacksonville, FL
Citigroup Global Markets
Mainul Hassan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Hassan is based in Jacksonville, FL. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional roles including research, swap dealing, and futures commission merchant services.