Burlingame, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$41,499,025,686
ClientsTotal clients
58,096
AdvisorsAdvisors at this office
3
Of 2,414 advisors across 526 offices
Location
Burlingame CA
Advisors at this office
3
Advisors at this office
Justin M
Series 63, Series 66
Burlingame, CA
Citigroup Global Markets
Justin Mcmahan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with Citigroup since 2009. Outside of his advisory role, he serves as Treasurer and Director for the Washington School PTA in Burlingame, CA. 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 through discretionary and non-discretionary programs, supported by in-house research and a broad institutional infrastructure.
Robin N
Series 63, Series 65
Burlingame, CA
Citigroup Global Markets
Robin Naber is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi since 2019. Prior roles include positions at Novo Real Estate Group, Morgan Stanley Private Bank, Morgan Stanley, and Groopie. 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 large-scale institutional operations, including research, security pricing, and roles as a swap dealer and futures commission merchant.
Robert Z
Series 63, Series 66
Burlingame, CA
Citigroup Global Markets
Robert Zimmerman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He previously worked at Merrill for ten years before joining Citigroup Global Markets in 2023. 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, along with brokerage and custody services. The firm combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant, and provides bespoke solutions for high-net-worth clients.
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