Marc
Danchak
Citigroup Global Markets Inc
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About this Advisor
Marc Danchak is a financial advisor operating out of Jacksonville, Florida with a total of 1 year of industry experience. Danchak is an advisor for Citigroup Global Markets Inc. Their career trajectory has included roles at Massmutual Life Insurance Company, Mml Investors Services, LLC, New Hope Financial Group, United States Navy, Bucks County Community College and Citi Group Person Wealth Management. Danchak maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Citigroup Global Markets Inc is a registered investment business operating out of New York, NY. It has offices in 733 locations and a total of 7,927 financial advisors. It manages $35 billion in assets among its 53,776 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 140 charities and foundations. Of its 53,776 customer accounts, 32% are held by high-net-worth individuals who have at least $1 million in investable assets. Citigroup Global Markets Inc offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and other services. Fees for financial management usually depend on which services the firm provides the client. Fees charged by Citigroup Global Markets Inc most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citigroup Global Markets Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$34,863,982,805
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
7,927
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
53,776
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$648,319
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
Marc Danchak Work History
Marc has been registered as a financial advisor for 1 years.*
Citi Group Person Wealth Management
Mml Investors Services, LLC
Massmutual Life Insurance Company
New Hope Financial Group
Bucks County Community College
United States Navy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marc Danchak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citigroup Global Markets Inc
Bay Shore, NY
New York, NY
Miami, FL
Boston, MA
New York, NY
New York, NY
Boca Raton, FL
Alameda, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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