Martin
Moy
Citigroup Global Markets Inc
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About this Advisor
Martin Moy is a certified financial planner who works out of New York, New York who has 11 years of industry experience. Moy is currently employed by Citigroup Global Markets Inc. They have been an employee of Citigroup Global Markets Inc for their complete career. Moy holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey and New York. Citigroup Global Markets Inc is a registered investment firm headquartered in New York, NY. The firm has offices in 733 locations and a total of 7,927 advisors. It manages $35 billion in total assets among its 53,776 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 140 charitable organizations. Of its 53,776 customer accounts, 32% belong to high-net-worth clients who have greater than $1 million in investable assets. Citigroup Global Markets Inc performs a number 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 for financial management depend on which services the firm provides the client. However, fees charged by Citigroup Global Markets Inc most likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citigroup Global Markets Inc Brokerage Details
$34,863,982,805
7,927
53,776
$648,319
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 been registered as a financial advisor for 11 years.*
Citigroup Global Markets, Inc
*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.
Disclosures
Please visit the SEC profile of Martin Moy 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
Fort Lee, NJ
Manhattan Beach, CA
Stamford, CT
Boston, MA
New York, NY
New York, NY
Boca Raton, FL
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 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.
