New York, NY Cwm Retail, Sales 734 Lexington Ave Office

Team
Updated today

Client AUM

$41,499,025,686

Clients

58,096

Advisors

3

Of 2,414 advisors across 526 offices

Location

Cwm Retail, Sales, 734 Lexington Ave

New York NY 10022

Advisors at this office

3

Advisors at this office

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John G

Series 66

New York, NY

Citigroup Global Markets

John Gillen is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has prior work experience with Athletic Edge LLC and Rutgers University. 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 in-house research and security-pricing activities, with capabilities that include derivatives and futures services.

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

Series 63, Series 65

New York, NY

Citigroup Global Markets

Giuseppe Ferrucci is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities alongside specialized market roles.

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

Series 63, Series 65

New York, NY

Citigroup Global Markets

Hakeem Fox is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior work history includes roles at Bank of America, Merrill, JP Morgan Chase Bank, JP Morgan Securities, and Citibank. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
View complete list of advisors at this office
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