Douglas
Drehwing

Citigroup Global Markets Inc

CRD#5074129
Investment Advisor
in Bay Shore, NY

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About this Advisor

Douglas Drehwing is a financial advisor working out of Bay Shore, New York with a total of 7 years of industry experience. Drehwing is an employee of Citigroup Global Markets Inc. During their career, the advisor has held roles at Hsbc Securities (Usa) Inc, Santander Bank, Na, Santander Securities, LLC and Citigroup. Drehwing holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to serve investors in New Jersey and New York. Citigroup Global Markets Inc is a financial advisory firm that has its headquarters in New York, NY. The firm has offices in 733 locations and a total of 7,927 financial advisors. It controls $35 billion in assets among its 53,776 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 140 charitable organizations. Of its 53,776 customer accounts, 32% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business offers a broad 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 charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Citigroup Global Markets Inc can consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

Office Location

Citi Personal Wealth Management 77 E Main Street, 2Nd Floor
Bay Shore, NY 11706

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

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

7,927

NY Average: 88
Total Number of Accounts

53,776

NY Average: 3,892
Average Account Size

$648,319

NY Average: $1,917,921

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

Douglas Drehwing Work History

Douglas has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Citigroup

2015 - 2016 (1 year)

Santander Bank, Na

2015 - 2016 (1 year)

Santander Securities, LLC

2013 - 2015 (2 years)

Hsbc Securities (Usa) Inc

*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 Douglas Drehwing 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

Douglas Drehwing
Bay Shore, NY
Larry Ngai
Alameda, CA
Kathryn Turner
Stamford, CT
Jeffrey Manning
Boston, MA
Charles Reinhard
New York, NY
Fernando Rodriguez
Boca Raton, FL
Charles Cavanaugh
New York, NY
Carlos Morlote
Miami, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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