Danny Gomez (CRD# 6331633) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Bronx, NY and has over 9 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Citigroup | Fort Lee, NJ | Aug 2021 - Current | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bronx, NY | Nov 2018 - Current | 5 |
Bank Of America, N.a. | Bronx, NY | Nov 2018 - Current | 5 |
Cheetah Fitness | Yonkers, NY | Nov 2014 - May 2021 | 6 |
Td Bank | New York, NY | Jul 2018 - Nov 2018 | < 1 |
Axa Advisors, LLC | New York, NY | Apr 2018 - Aug 2018 | < 1 |
David Lerner Associates | White Plains, NY | Feb 2017 - Feb 2018 | 1 |
New York Life | New York, NY | Jan 2017 - Feb 2017 | < 1 |
Jp Morgan Securities LLC | Bronx, NY | Apr 2014 - Jan 2017 | 2 |
Jpmorgan Chase Bank | Bronx, NY | Apr 2014 - Jan 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2014 |
S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- NJ
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Total Assets Under Management40,516MILLIONS
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Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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