Vinita
Daswani

Citigroup Global Markets Inc

CRD#5677796
Investment Advisor
in New York, NY
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About this Advisor

Vinita Daswani is a certified financial planner who lives in New York, New York. Currently a registered advisor with Citigroup Global Markets Inc, they have gathered 15 years of experience as an investment advisor. Daswani holds a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Daswani is registered to act as a financial advisor in New Jersey. Over the course of their career, they have held roles at Daswani Clothiers, LLC, French Cleaners, Student, Webster Investment Services, Uvest Financial Services Group, Inc, Lpl Financial LLC, Hsbc Bank Usa, N.A and Citigroup. Citigroup Global Markets Inc is headquartered in New York, New York, and operates out of 631 additional locations in 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 amount of assets the firm manages places it among the largest financial advisory firms in the United States. 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 clients are high-net-worth individuals, meaning they have more than $1 million in assets. Citigroup Global Markets Inc offers 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's fees may include asset-based and fixed fees.

Certifications and Registrations

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

Disclosures

No

Office Location

Citi Retail Banking 666 Fifth Avenue
New York, NY 10103

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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

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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

Vinita Daswani Work History

Vinita has 15 years of experience.

2017 - Present (2 years)

Citigroup

2016 - 2017 (1 years)

Hsbc Bank Usa, N.A

2013 - 2016 (3 years)

Lpl Financial LLC

2009 - 2016 (7 years)

Webster Investment Services

2009 - 2011 (2 years)

Uvest Financial Services Group, Inc

2005 - 2009 (4 years)

French Cleaners

2005 - 2009 (4 years)

Student

2003 - 2009 (6 years)

Daswani Clothiers, LLC

Disclosures

Vinita Daswani has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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