Newbury Park, CA Citi Wealth Management, Sales 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
Citi Wealth Management, Sales, 2170 Newbury Road
Newbury Park CA 91320
Advisors at this office
3
Advisors at this office
Sean H
Series 63, Series 66
Newbury Park, CA
Citigroup Global Markets
Sean Haney is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and swap dealer activities.
Marc G
Series 65, Series 66
Newbury Park, CA
Citigroup Global Markets
Marc Giamo is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citigroup since 2018, following six years at J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a 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 options, supported by in-house research and specialized market roles.
Dennis S
Series 66
Newbury Park, CA
Citigroup Global Markets
Dennis Salem is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2012. He is based in Newbury Park, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles including in-house research and futures commission merchant operations.
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