Citigroup Global Markets Inc.

Citigroup Global Markets Inc. (CRD# 7059) is a financial advisory firm headquartered in New York, NY. They manage $22,285,328,224 in 42,945 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    22,285
    MILLION
  • Total Number of Accounts
    42,945
    ACCOUNTS
  • Average Account Value
    $518,927
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

Financial Advisors at Citigroup Global Markets Inc.
Showing 1 - 10 of 1,299 top financial advisors.
1
Michele S. Babakian
CRD#: 2050557
143 Spinnaker Way, Neptune City, NJ 07753
96
Wealthminder
score

Michele Babakian (CRD# 2050557) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Neptune City, NJ 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.

2
Ronald Bibonia
CRD#: 4737376
Citi Personal Wealth Management, 17400 Brookhurst St., Suite 200, Fountain Valley, CA 92708
96
Wealthminder
score

Ronald Bibonia (CRD# 4737376) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fountain Valley, CA and has over 8 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.

3
Eduardo M. Carreno
CRD#: 4502085
Citibank, 201 S. Biscayne, Blvd. 6th Floor,miami Center, Miami, FL 33131
96
Wealthminder
score

Eduardo Carreno (CRD# 4502085) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 13 years of experience in the finance industry. Eduardo Carreno 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
Weifen Cheng
CRD#: 4271847
100 Citibank Drive, Building 2, San Antonio, TX 78245
96
Wealthminder
score

Weifen Cheng (CRD# 4271847) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Antonio, TX and has over 16 years of experience in the finance industry. Weifen Cheng 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.

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 26 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
Samuel J. Gallucci
CRD#: 2264675
One Court Square, 39th Floor, Long Island City, NY 11101
96
Wealthminder
score

Samuel Gallucci (CRD# 2264675) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has over 21 years of experience in the finance industry. Samuel Gallucci 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
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.

8
Olive Siau New Goh
CRD#: 5600256
Citi Private Bank, 2 Union Square, 601 Union St.-ste 3710, Seattle, WA 98101
96
Wealthminder
score

Olive Siau New Goh (CRD# 5600256) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Seattle, WA and has over 8 years of experience in the finance industry.

9
Lucas P. Hadzima
CRD#: 5175934
Citi Private Bank, 153 East 53rd St., 23rd Floor, Suite L, New York, NY 10022
96
Wealthminder
score

Lucas Hadzima (CRD# 5175934) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 10 years of experience in the finance industry. Lucas Hadzima 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
Robert J. Hoffman
CRD#: 4763511
Citi Private Bank, 153 East 53rd St., 24th Floor, New York, NY 10022
96
Wealthminder
score

Robert Hoffman (CRD# 4763511) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 12 years of experience in the finance industry. Robert Hoffman 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.

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