Daniel Marquardt, financial advisor East Meadow NY

Daniel Marquardt

CRD Number: 4141020
Current Firm: Citigroup Global Markets Inc.

Daniel Marquardt (CRD# 4141020) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in East Meadow, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup East Meadow, NY Mar 2014 - Current 7
Santander Securities LLC Guaynabo, PR Sep 2012 - Mar 2014 1
Sovereign Bank Brooklyn, NY Jun 2012 - Mar 2014 1
Lpl Brooklyn, NY Jul 2012 - Sep 2012 < 1
Citigroup Global Markets Inc. Bethpage, NY May 2007 - Jun 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Daniel G. Marquardt
Phone Number: 212-816-6000
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    38,272
    MILLIONS
  • Total Number of Accounts
    51,112
    ACCOUNTS
  • Average Account Value
    $748,782
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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