Karen
Washbon

Citigroup Global Markets Inc

CRD#4672667
Investment Advisor
in Getzville, NY

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About this Advisor

Karen Washbon is a financial advisor based in Getzville, New York, working with Citigroup Global Markets Inc. Karen has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Citigroup. Karen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Karen is part of Citigroup Global Markets Inc, which operates out of Getzville, 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 63, Series 66

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

540 Crosspoint Parkway
Getzville, NY 14068

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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

Karen Washbon Work History

2021 - Present (3 years)

Citigroup

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

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Disclosures

Please visit the SEC profile of Karen Washbon 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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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