Brooklyn, NY Office

Team
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Citigroup Global Markets

Enterprise

Firm-wide stats for Citigroup Global Markets

Total advisors

2,408

Across 525 offices

Clients per advisor

24 Very Low

Avg AUM per client

$714,318 High

HNW client ratio

40% Very High

About

Citigroup Global Markets Inc. (CGMI) serves individual and institutional clients across Citi Private Bank, Citi Global Wealth at Work and Citi Personal Wealth Management, covering workplace, high‑net‑worth and ultra‑high‑net‑worth segments. The firm offers a broad set of investment advisory programs (discretionary UMAs, manager‑selection, model and advisory portfolios), broker‑dealer execution and custody services (clearing and custody via Pershing and Citibank), and is separately registered to provide derivatives and futures services, including as a security‑based swap dealer and a futures commission merchant.

CGMI generally implements multi‑asset, multi‑manager strategies through both discretionary and non‑discretionary programs, using internal standards (CitiFocus and Due Diligence Approved) and oversight committees (e.g., C‑RAM, FOG) to select and monitor managers. Programs may include separately managed accounts, mutual funds, ETFs, alternative funds and overlay execution, and some models permit exposure to digital‑asset products or other alternatives; the firm recently transitioned certain Citibank‑managed strategies to BlackRock managers subject to client consent.

What is noteworthy relative to peers is the firm’s combination of large institutional scale and atypical market roles and arrangements: it maintains in‑house research and security‑pricing activities (including historical involvement in research ratings), operates as a swap dealer and futures commission merchant, and has commercial arrangements (e.g., Pershing clearing credits and BlackRock technology/licensing and contingent payments) that the brochure discloses as creating potential conflicts of interest. The firm also facilitates lending secured by advisory assets and offers bespoke discretionary solutions for very large relationships, which affects implementation, custodial arrangements and conflict‑management considerations compared with smaller advisory firms.

Based on Citigroup Global Markets

Expertise

Tax-loss harvesting ESG / Sustainable investing

Based on Citigroup Global Markets

Occupation focus

Executive Founder/Business Owner Attorney Consultant Technology Professional

Based on Citigroup Global Markets

Location

Brooklyn NY

Advisors at this office

20

Advisors at this office

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Lucette C

Series 66

Brooklyn, NY

Citigroup Global Markets

Lucette Calas is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked previously at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2015 to 2021 before joining Citigroup in 2021. 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 maintains unique market roles, including operating as a security-based swap dealer and futures commission merchant.

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

Series 66

Brooklyn, NY

Citigroup Global Markets

Lily Tanzil Onne is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2015, having worked previously at Merrill since 2005. 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 and combines large institutional scale with unique market roles and arrangements.

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

Series 63, Series 65

Brooklyn, NY

Citigroup Global Markets

Sergiy Mizevych is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and risk management capabilities, operating at a large institutional scale with specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Karina Elizabeth M

Series 63, Series 65

Brooklyn, NY

Citigroup Global Markets

Karina Elizabeth Morales Medina is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016, with a brief period supporting the US Army in an HR capacity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and brokerage services, with a notable combination of large institutional scale and specialized market roles.

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

Series 63, Series 65

Brooklyn, NY

Citigroup Global Markets

Mariano Pinto is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved with the Disney Store in Brooklyn, NY, working in cash room and sales audit functions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide 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 specialized market roles.

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

Series 63, Series 66

Brooklyn, NY

Citigroup Global Markets

Matthew Sanders is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup in various roles since 2007, including a brief period of unemployment in 2017. Citigroup Global Markets serves individual and institutional clients across multiple 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 significant institutional capabilities, including in-house research and 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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Benjamin Z

Series 66

Brooklyn, NY

Citigroup Global Markets

Benjamin Zeller is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has worked at institutions including Instituto Tecnológico Autónomo de México, Praescient Analytics, and Vianovo Consulting. He was also affiliated with Georgetown University and Saint Mary's Hall earlier in his career. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm integrates internal standards and oversight committees in its manager selection and monitoring processes, and operates with a combination of large institutional scale and specialized market roles.

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

Series 63, Series 66

Brooklyn, NY

Citigroup Global Markets

Tuo Mei is a financial advisor at Citigroup Global Markets with 21 years of industry experience. Their background includes roles at HSBC Securities, TIAA-CREF, Raymond James Financial Services, and the United Nations Federal Credit Union Advisors. They hold Series 63 and Series 66 registrations and are based in Brooklyn, NY. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight, and has 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

Lisena G

Series 66

Brooklyn, NY

Citigroup Global Markets

Lisena Gocaj is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She has worked at Citigroup since 2022 and previously held positions at Capital One and JPMorgan Chase. 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 combines large institutional scale with unique market roles such as 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

Lisandro E

Series 66

Brooklyn, NY

Citigroup Global Markets

Lisandro Enferri is a financial advisor with Citigroup Global Markets in Brooklyn, NY, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments and offers diverse investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including roles 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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Utkur Z

CFA®, Series 63, Series 66

Brooklyn, NY

Citigroup Global Markets

Utkur Zubaydullaev is a CFA® charterholder with seven years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022 and previously held roles within the organization from 2010 to 2013 and 2015 to 2017. Prior to his current tenure, he was self-employed and also involved with EXTENDED Travel. 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, leveraging internal oversight and a broad selection of investment vehicles.

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

Series 66

Brooklyn, NY

Citigroup Global Markets

Daniel Ifraimov is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. His prior experience includes positions at SEI Novus, Corporate Fuel Advisors, and JP Morgan Chase. 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 unique market roles, providing a range of advisory programs alongside broker-dealer execution and custody services.

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

Nadieda D

Series 66

Brooklyn, NY

Citigroup Global Markets

Nadieda Dazile is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. Her career includes multiple roles at Citigroup and periods affiliated with New York University Stern School of Business. Outside of her advisory role, she is involved in social media activities as a brand ambassador and influencer, promoting beauty products and managing affiliate storefronts. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and derivatives services.

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

Edward S

Series 63, Series 65

Brooklyn, NY

Citigroup Global Markets

Edward Schneider is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2022. 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 combines large institutional scale with unique market roles such as 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

Blanca H

Series 66

Brooklyn, NY

Citigroup Global Markets

Blanca Herreros De Tejada Lobo is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at Santander CIB and The Data Science Institute at Columbia University. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm maintains in-house research and operates unique market roles, including derivatives and futures services, distinguishing it from typical advisory firms.

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