David
Katz

Citigroup Global Markets Inc

CRD#2549290
Investment Advisor
in New York, NY
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

Citi Private Bank 153 East 53Rd St., 24Th Floor
New York, NY 10022

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$31,374,581,060

NY Average: $7,464,549,021
Total Number of Employees

8,126

NY Average: 88
Total Number of Accounts

43,518

NY Average: 3,892
Average Account Size

$720,956

NY Average: $1,917,921

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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
  • Other

David Katz Work History

David has 11 years of experience.

2007 - Present (12 years)

Citigroup Global Markets Inc

Disclosures

David Katz has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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