Citigroup Global Markets Inc

Investment Advisor
in New York, NY
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About this Advisor

Martin Moy is a certified financial planner working in New York, New York, who has been in the industry for 11 years. Moy is on the advisory team at Citigroup Global Markets Inc. During their career, Moy has held roles at Chase Investment Services, J.P. Morgan Securities LLC and Citigroup Global Markets, Inc. Moy maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Citigroup Global Markets Inc is a financial advisory company headquartered in New York, New York. The company has offices in 631 locations and a total of 8,126 advisors. It administers $31 billion in assets under management between its 43,518 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 136 charitable organizations. Of its 43,518 accounts, just 9% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a number of services, including 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. Financial advisory fee schedules typically are based on the type of financial services provided. However, fees charged by Citigroup Global Markets Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

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 Retail Banking 123 East 86Th Street
New York, NY 10028

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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

Martin Moy Work History

Martin has 11 years of experience.

2012 - Present (7 years)

Citigroup Global Markets, Inc

2012 - 2012 (< 1 year)

J.P. Morgan Securities LLC

2007 - 2012 (5 years)

Chase Investment Services


Martin Moy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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