Citigroup Global Markets Inc

Investment Advisor
in Port Washington, NY

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About this Advisor

Joel Santucci is a financial advisor who works in Port Washington, New York, with 1 year of relevant experience. Santucci works at Citigroup Global Markets Inc. Santucci has gained experience at J.P. Morgan Securities LLC, Lpl Financial LLC, First National Bank Of Long Island and Citigroup. Santucci has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Citigroup Global Markets Inc is a 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 total assets across its 53,776 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 140 charities and foundations. Of its 53,776 customer accounts, 32% are associated with high-net-worth clients who have at least $1 million in assets. The business performs a broad set 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 typically depend on which services are provided. However, fee types charged by Citigroup Global Markets Inc likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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 Retail Banking 830 Port Washington Blvd
Port Washington, NY 11050

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management


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


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


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

Joel Santucci Work History

Joel has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)


2021 - 2021 (< 1 year)

Lpl Financial LLC

2021 - 2021 (< 1 year)

First National Bank Of Long Island

2012 - 2021 (9 years)

J.P. Morgan Securities LLC

*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.


Please visit the SEC profile of Joel Santucci 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

Stephanie Cesar
Miami, FL
Neil Faulmino
Burbank, CA
Douglas Drehwing
Bay Shore, NY
Jeffrey Manning
Boston, MA
Charles Reinhard
New York, NY
Charles Cavanaugh
New York, NY
Fernando Rodriguez
Boca Raton, FL
Larry Ngai
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

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