Daniel
De Masi
Citigroup Global Markets Inc
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About this Advisor
Daniel De Masi is a financial advisor working out of Naperville, Illinois who has 9 years of relevant experience. De Masi is currently employed by Citigroup Global Markets Inc. Over the course of their career, De Masi has held roles at Cco Investment Services Corp and Citi Personal Wealth Management. De Masi maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in Illinois. Citigroup Global Markets Inc is a registered investment company based out of New York, NY. The investment advisory business has offices in 733 locations and a total of 7,927 advisors. It administers $35 billion in assets across its 53,776 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 140 charities and foundations. Of its 53,776 accounts, 32% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a diverse array of services, including 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 largely are based on the services provided. Fees charged by Citigroup Global Markets Inc likely include 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
$34,863,982,805
7,927
53,776
$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
Daniel De Masi Work History
Daniel has been registered as a financial advisor for 9 years.*
Citi Personal Wealth Management
Cco Investment Services Corp
*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 Daniel De Masi 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
New York, NY
Chicago, IL
Stamford, CT
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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