Ehsaon
Ezzat

Citigroup Global Markets Inc

CRD#7141592
Investment Advisor
in New York, NY

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About this Advisor

Ehsaon Ezzat is a financial advisor based in New York, New York, working with Citigroup Global Markets Inc. Ehsaon has previously held positions at Tiaa, University Of Colorado At Boulder, Full-Time Education, and Citigroup. Ehsaon has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Ehsaon is part of Citigroup Global Markets Inc, which operates out of New York, New York. The firm has 742 offices and 7,830 employees. The firm manages assets totaling $40.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Citigroup Global Markets Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

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 Private Bank 388 Greenwich Street, 30Th Floor
New York, NY 10013

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$40,516,482,275

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

7,830

NY Average: 88
Total Number of Accounts

53,880

NY Average: 3,892
Average Account Size

$751,976

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

Ehsaon Ezzat Work History

2023 - Present (1 year)

Citigroup

2019 - 2023 (4 years)

Tiaa

2018 - 2018 (< 1 year)

Tiaa

2015 - 2019 (4 years)

University Of Colorado At Boulder

2008 - 2015 (7 years)

Full-Time Education

Disclosures

Please visit the SEC profile of Ehsaon Ezzat 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

Daniel Gardner
New York, NY
Lavendel Williams
Jacksonville, FL
Dongyue Lyu
Alhambra, CA
Samphors Chea
San Antonio, TX
Olga Stroganova
Brooklyn, NY
Sefora Angeles
Beverly Hills, CA
Yun Bai
Fountain Valley, CA

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