San Francisco, CA Citi Wealth Management, Supervision. 1 Market Plaza, 40th Floor Office

Team
Updated today

Client AUM

$41,499,025,686

Clients

58,096

Advisors

5

Of 2,414 advisors across 526 offices

Location

Citi Wealth Management, Supervision., 1 Market Plaza, 40th Floor

San Francisco CA 94105

Advisors at this office

5

Advisors at this office

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Gary L

Series 63, Series 65

San Francisco, CA

Citigroup Global Markets

Gary Lenhart is a financial advisor at Citigroup Global Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he operates Gary Lenhart Photography, where he takes and sells photographs, and is a member of My Pet Food Tray LLC, a retail business selling pet food trays online. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, security pricing, and derivatives services.

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

Series 63, Series 66

San Francisco, CA

Citigroup Global Markets

Galen Jang is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Citigroup since 2019 and was previously with Scottrade, Inc. Beginning in 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 and operates with large institutional scale, including 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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Sinman P

Series 63, Series 66

San Francisco, CA

Citigroup Global Markets

Sinman Poon is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including UBS Financial Services, Wells Fargo Clearing, and J.P. Morgan Securities. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 programs, supported by internal standards and oversight committees.

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

Series 65, Series 63

San Francisco, CA

Citigroup Global Markets

Xiaojie Chen is a financial advisor at Citigroup Global Markets with 10 years of industry experience. Chen holds Series 65 and Series 63 licenses and has worked at firms including Charles Schwab Bank, Citi IPB U.S., Sterling Bank & Trust, and Quantum Capital Management. Citigroup Global Markets serves individual and institutional clients across various 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, security pricing, and derivatives services.

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

Series 63, Series 65

San Francisco, CA

Citigroup Global Markets

Suzanne Wong is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Citigroup Global Markets since 2017 and has also worked independently since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

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