New York, NY Cwm Retail, Sales 734 3rd Avenue Office

Team
Updated today
Citigroup Global Markets logo

Citigroup Global Markets

Enterprise

Firm-wide stats for Citigroup Global Markets

Total advisors

2,413

Across 520 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

Location

Cwm Retail, Sales, 734 3rd Avenue

New York NY 10017

Advisors at this office

5

Advisors at this office

user avatar

Vladimir V

Series 63, Series 66

New York, NY

Citigroup Global Markets

Vladimir Villa is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo in various roles as well as at Properties of the Villages. His background includes experience in both banking and investment clearing. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale and unique market roles, including in-house research and derivatives trading.

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

Khine Khant Z

Series 65, Series 63

New York, NY

Citigroup Global Markets

Khine Khant Zaw is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Citigroup in 2026, Khant Zaw held positions at JPMorgan Chase Bank, J.P. Morgan Securities, Citibank, and Network Capital Funding Corporation. 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 institutional scale alongside distinctive market roles, including acting as a security-based swap dealer and futures commission merchant.

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

Jeames C

Series 63, Series 65

New York, NY

Citigroup Global Markets

Jeames Castillo is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Citigroup since 2018 and previously held roles at HSBC Securities USA Inc., HSBC Bank USA National Association, and JP Morgan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with in-house research and specialized market roles uncommon among peers.

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

Aroldo B

Series 66

New York, NY

Citigroup Global Markets

Aroldo Balbino is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has previously worked at UBS and UCAP Asset Management. Outside of finance, he has provided taxi services as an Uber driver. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains distinct market roles, including swap dealer and futures commission merchant functions.

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

Alvaro V

Series 63, Series 65

New York, NY

Citigroup Global Markets

Alvaro Veloso Cabral is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2016. 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 and maintains unique market roles such as 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")