Uniondale, NY Citi Wealth Management, Service/Operations Office

Adiz Fernandez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and is based in New York, NY. Fernandez has worked at Citigroup since 2016. 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 unique market roles, including in-house research and swaps dealing, supporting both discretionary and non-discretionary investment solutions.

Robert De Boyrie is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. His previous work experience includes roles at Citigroup since 2017, Bareburger, and the University at Albany SUNY. Citigroup Global Markets serves individual and institutional clients across multiple 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 and integrates in-house research, operating at a scale and with market roles that distinguish it from many peers.

Salvatore Isola is a Series 66 credentialed advisor at Citigroup Global Markets with three years of industry experience. His prior work includes roles at Gio's Atlantic Beach and media companies BQE Media and Queens Ledger. Citigroup Global Markets serves a diverse range of individual and institutional clients with multi-asset, multi-manager investment programs, combining large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Ying Lu is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including Cetera and ICBC Bank. Her other business activities include managing a rental property with her husband. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer services. The firm combines large institutional scale with unique market roles, including swap dealing and futures commission merchant services.

Alexa Paiva is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. She previously worked at UBS Financial Services and People's Alliance Federal Credit Union. Outside of finance, she has experience working in the food service industry at Strathmore Bagels. 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 through discretionary and non-discretionary programs and maintains unique market roles including swap dealer and futures commission merchant activities.

Tuo Mei is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including the United Nations Federal Credit Union Advisors, Raymond James Financial Services, and TIAA-CREF before joining Citigroup in 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as security-based swap dealing and futures commission merchant services.

Richard Burkimsher is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at HSBC Bank USA and David Lerner Associates. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies supported by internal standards and oversight committees and operates with a combination of large institutional scale and unique market roles.

Yin Fong Chu is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She 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, providing a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Satrohan Heeralall is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains several unique market roles, including acting as a swap dealer and futures commission merchant.

Sterlin Streeter is a financial advisor at Citigroup Global Markets with Series 66 registration and two years of industry experience. Prior to joining Citigroup, he worked at the American Red Cross and held positions at Adelphi University and St Francis Preparatory School. Citigroup Global Markets serves individual and institutional clients across a range of wealth management segments and offers multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Gege Fan is a financial advisor at Citigroup Global Markets with three years of industry experience. Prior to joining Citigroup in 2023, Gege worked at Kohls + Sephora and New York Life. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs with both discretionary and non-discretionary options. The firm combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant.

Jason Romeo is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2018, with prior experience at Anchor Consulting, DiVenti & Lee CPAs, and Cineflix. 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 provides both discretionary and non-discretionary investment solutions.

Veronica Chan is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. 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 with internal oversight and manages notable institutional scale and market roles, including derivatives and futures services.

Ilya Gindin is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner of several family investment properties, with most management duties performed by his spouse. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Dylan Di Florio is a financial advisor at Citigroup Global Markets with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at ADP, Franklin Templeton Institutional, and Cetera. Di Florio is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs combined with broker-dealer execution and custody services. The firm integrates in-house research and unique market roles to provide tailored solutions for clients, including discretionary and non-discretionary strategies.