Citigroup Global Markets Inc

Investment Advisor
in New York, NY
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About this Advisor

Marc Gauval is an advisor in New York, New York. Currently an investment advisor at Citigroup Global Markets Inc, Gauval has 11 years of professional experience in the financial advisory industry. Gauval holds Series 66 and Series 63 licenses, qualifying them as a securities agent. Gauval can act as an advisor in New Jersey. During their career, Gauval has held roles at Barclays Global Investors Services, Us Army and Citigroup Global Markets Inc. Citigroup Global Markets Inc is headquartered in New York, New York, and operates out of 631 locations across the nation. Overall, Citigroup Global Markets Inc manages $31 billion in assets throughout 43,518 client accounts and employs more than 8,126 people. The firm's total assets under management makes it one of the largest firms in the nation. 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 firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Citigroup Global Markets Inc can provide 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 66, Series 63, Chartered Financial Analyst

Years of Experience

11 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 153 East 53Rd St., 23Rd Floor, Suite L
New York, NY 10022

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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

Marc Gauval Work History

Marc has 11 years of experience.

2014 - Present (5 years)

Citigroup Global Markets Inc

2012 - 2013 (1 year)

Us Army

2009 - 2012 (3 years)

Us Army

2007 - 2009 (2 years)

Barclays Global Investors Services


Marc Gauval has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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