Citigroup Global Markets Inc

Investment Advisor
in New York, NY
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About this Advisor

Lidia Velazquez is a certified financial planner in New York, New York. Currently a registered advisor at Citigroup Global Markets Inc, Velazquez has 15 years of practice as a registered investment advisor. Velazquez holds Series 63, Series 65 and Series 66 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Velazquez is able to operate in New Jersey. Throughout their career, Velazquez has worked at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Citigroup Global Markets Inc. Citigroup Global Markets Inc is based out of New York, New York, and operates out of 631 additional locations throughout the United States. In aggregate, Citigroup Global Markets Inc manages $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 biggest firms in the country. The firm manages 20,508 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. 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, Series 66, Certified Financial Planner

Years of Experience

15 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 Private Bank 390 Greenwich Street 6Thfloor
New York, NY 10013

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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

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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

Lidia Velazquez Work History

Lidia has 15 years of experience.

2012 - Present (7 years)

Citigroup Global Markets Inc

2009 - 2011 (2 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC


Lidia Velazquez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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