Bay Shore, NY Citi Wealth Management, Supervision Office

David Massa is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including 19 years at Citigroup Global Markets. Citigroup Global Markets Inc. serves individual and institutional clients across several wealth segments, offering a broad set of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Anthony Cerulli is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Citigroup Global Markets since 2015. Outside of his advisory role, he works as a weekend driver for a ride-sharing service in Long Island, NY. 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 and maintains unique market roles including swap dealer and futures commission merchant activities.