Harrison, NY Office

Team
Updated today

Client AUM

$41,499,025,686

Clients

58,096

Advisors

2

Of 2,422 advisors across 529 offices

Location

Harrison NY

Advisors at this office

2

Advisors at this office

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Marcos C

Series 63, Series 65

Harrison, NY

Citigroup Global Markets

Marcos Cabral is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Citigroup Global Markets since 2007. 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 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
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Kenneth F

Series 63, Series 65

West Harrison, NY

Citigroup Global Markets

Kenneth Fliegel is a financial advisor at Citigroup Global Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2019. Prior to that, he was with Legg Mason & Co., ClearBridge Investments, and Legg Mason Investor Services from 2005 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a 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, including in-house research and security pricing, swap dealer and futures commission merchant operations, and specialized lending and discretionary solutions for very large clients.

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