Martin
Moy

Citigroup Global Markets Inc

CRD#2897492
Investment Advisor
in New York, NY
Are you Martin Moy? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Disclosures

No

Office Location

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$25,273,699,145

NY Average: $7,464,549,021
Total Number of Employees

7,855

NY Average: 88
Total Number of Accounts

47,742

NY Average: 3,892
Average Account Size

$529,381

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Disclosures

Martin Moy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started