Richard Weintraub, financial advisor New York NY

Richard Weintraub

CRD Number: 5899370
Current Firm: Citigroup Global Markets Inc.

Richard Weintraub (CRD# 5899370) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Global Markets Inc. New York, NY May 2024 - Current < 1
Ubs Securities LLC New York, NY Feb 2020 - May 2024 4
Goldman Sachs & Company Jersey City, NJ Mar 2015 - Jan 2020 4
Goldman, Sachs & Company New York, NY Mar 2011 - Mar 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Richard Weintraub
Phone Number: 212-816-6000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    40,516
    MILLIONS
  • Total Number of Accounts
    53,880
    ACCOUNTS
  • Average Account Value
    $751,976
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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