Washington, DC Cwm Retail, Sales 1258 Wisconsin Avenue, NW Office

Team
Updated today

Client AUM

$41,499,025,686

Clients

58,096

Advisors

2

Of 2,414 advisors across 526 offices

Location

Cwm Retail, Sales, 1258 Wisconsin Avenue, NW

Washington DC 20007

Advisors at this office

2

Advisors at this office

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George V

Series 66

Washington, DC

Citigroup Global Markets

George Vera is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2019, with prior roles at The Prudential Insurance Company of America and Capital One Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and manages large institutional scale operations with unique market roles including derivatives and futures services.

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

Series 63, Series 65

Washington, DC

Citigroup Global Markets

Solmaz Azar is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. She has worked previously at Wells Fargo Clearing and Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm is notable for its large institutional scale, in-house research capabilities, 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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