Citigroup Global Markets Inc.

Citigroup Global Markets Inc. (CRD# 7059) is a financial advisory firm headquartered in New York, NY. They manage $20,231,008,919 in 41,470 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    20,231
    MILLION
  • Total Number of Accounts
    41,470
    ACCOUNTS
  • Average Account Value
    $487,847
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Citigroup Global Markets Inc.
Showing 1 - 10 of 1,633 top financial advisors.
1
Ahmed H. Joumaa
CRD#: 5921134
Citibank, 500 West Madison, Main Floor, Chicago, IL 60661
98
Wealthminder
score

Ahmed Joumaa (CRD# 5921134) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Chicago, IL and has over 6 years of experience in the finance industry.

2
Michele S. Babakian
CRD#: 2050557
Citi Retail Banking, One Court Square, 39th Floor, Long Island City, NY 11101
96
Wealthminder
score

Michele Babakian (CRD# 2050557) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has over 12 years of experience in the finance industry. Michele Babakian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ronald Bibonia
CRD#: 4737376
Citi Retail Banking, 2450 Glendale Blvd., Los Angeles, CA 90039
96
Wealthminder
score

Ronald Bibonia (CRD# 4737376) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Los Angeles, CA and has over 9 years of experience in the finance industry. Ronald Bibonia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Spenser W. Brown
CRD#: 6106828
390 Greenwich Street, 388 Greenwich Street, New York, NY 10013
96
Wealthminder
score

Spenser Brown (CRD# 6106828) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 5 years of experience in the finance industry.

5
Kerry P. Cochran
CRD#: 2114519
Citi Private Bank, 153 East 53rd St., 24th Floor, New York, NY 10022
96
Wealthminder
score

Kerry Cochran (CRD# 2114519) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 27 years of experience in the finance industry. Kerry Cochran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Todd A. Cowan
CRD#: 4270746
Citi Retail Banking, One Court Square, 39th Floor, Long Island City, NY 11101
96
Wealthminder
score

Todd Cowan (CRD# 4270746) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has over 17 years of experience in the finance industry. Todd Cowan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Gay Nell L. Currie
CRD#: 2553135
Citi Retail Banking, 201 S. Biscayne, Blvd. 6th Floor,miami Center, Miami, FL 33131
96
Wealthminder
score

Gay Nell Currie (CRD# 2553135) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 23 years of experience in the finance industry. Gay Nell Currie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Vinita J. Daswani
CRD#: 5677796
Citi Retail Banking, 666 Fifth Ave, Suite 6, New York, NY 10103
96
Wealthminder
score

Vinita Daswani (CRD# 5677796) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 7 years of experience in the finance industry. Vinita Daswani has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Christopher W. Eble
CRD#: 4323788
Citi Personal Wealth Management, One Court Square 39th Floor, Long Island City, NY 11101
96
Wealthminder
score

Christopher Eble (CRD# 4323788) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has over 17 years of experience in the finance industry. Christopher Eble has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Marc L. Gauval
CRD#: 3101353
Citi Private Bank, 153 East 53rd St., 18th Floor, New York, NY 10022
96
Wealthminder
score

Marc Gauval (CRD# 3101353) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 19 years of experience in the finance industry.

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