New York, NY Two Court Square Long Island City Office

Team
Updated today

Client AUM

$41,499,025,686

Clients

58,096

Advisors

12

Of 2,422 advisors across 528 offices

Location

Two Court Square Long Island City

New York NY 11101

Advisors at this office

12

Advisors at this office

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Cynthia W

Series 66

Long Island City, NY

Citigroup Global Markets

Cynthia Wong is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 23 years of industry experience. She has been with Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and 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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Douglas G

Series 63, Series 65

Long Island City, NY

Citigroup Global Markets

Douglas Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Morgan Stanley and Deutsche Bank Wealth Services. Outside of his advisory work, he teaches bicycle safety as a cycling instructor for Bike New York. 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, combining large institutional scale with unique market roles and commercial arrangements.

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

Series 66

Long Island City, NY

Citigroup Global Markets

Aye Swe is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale with distinctive market roles, including in-house research and security pricing.

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

Series 63, Series 65

Long Island City, NY

Citigroup Global Markets

Joshua Silber is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and maintains 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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Sam G

Series 63, Series 65

Long Island City, NY

Citigroup Global Markets

Sam Ghali is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients through multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and supports a variety of investment vehicles, combining 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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Xin Cheng M

Series 63, Series 66

Long Island City, NY

Citigroup Global Markets

Xin Cheng Mai is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2017, following earlier work at Scottrade. 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 through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including operations 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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Anjana S

Series 63, Series 65

Long Island City, NY

Citigroup Global Markets

Anjana Sengupta is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup since 2018. Prior to that, she was employed by The Prudential Insurance Company of America and PRUCO Securities, LLC from 2015 to 2018. She volunteers part time with Prelude To A Cure Inc., a nonprofit organization. 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 utilizes multi-asset, multi-manager strategies with oversight committees to select and monitor investments, combining 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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Subryan A

Series 63, Series 66

Long Island City, NY

Citigroup Global Markets

Subryan Armogan is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

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

Series 63, Series 66

Long Island City, NY

Citigroup Global Markets

Dawn Patak is a financial advisor at Citigroup Global Markets with 36 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and it operates with a combination of large institutional scale and unique market roles.

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

Series 63, Series 66

Long Island City, NY

Citigroup Global Markets

Steven Wong is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Citigroup Global Markets since 2007, with a brief tenure at UBS Financial Services from 2018 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, and operates with a scale and range of roles that include in-house research, swap dealing, and futures commission merchant activities.

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

Series 66

Long Island City, NY

Citigroup Global Markets

Norka De Lima Mendez Blaire is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2021 before joining Citigroup in 2021. Citigroup Global Markets Inc. 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 combines large institutional scale with specialized market roles, including derivatives and futures services, and provides bespoke discretionary solutions for very large client relationships.

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

Series 63, Series 65

Long Island City, NY

Citigroup Global Markets

Loron Traina is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at Citigroup Global Markets since 1993 and spent 17 years at Morgan Stanley Smith Barney from 2009. 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 supported by internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

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