Citigroup Global Markets Inc
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About this Advisor
David Katz is a certified financial planner located in New York, New York. Currently a registered financial advisor at Citigroup Global Markets Inc, Katz has 11 years of professional experience. Katz holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Katz is registered to operate based out of New Jersey. Katz has worked their complete career at Citigroup Global Markets Inc. Citigroup Global Markets Inc is based out of New York, New York, and has 631 locations across the country. In aggregate, Citigroup Global Markets Inc oversees $31 billion in assets across 43,518 client accounts and retains more than 8,126 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 20,508 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Citigroup Global Markets Inc provides 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. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Citigroup Global Markets Inc Brokerage Details
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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
David Katz Work History
David has 11 years of experience.
Citigroup Global Markets Inc
David Katz has disclosures.
Please visit their SEC profile for more details.