Citigroup Global Markets Inc

Investment Advisor
in New York, NY
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About this Advisor

Viswanathan Venugopala is an investment advisor whose office is in New York, New York. Currently a registered financial advisor with Citigroup Global Markets Inc, Venugopala has a notable 22 years of work experience in the financial advisory industry. Venugopala has a Series 63 license, certifying the advisor as a securities broker. Venugopala is able to serve investors in New Jersey. Venugopala has gained experience at Citigroup, Fidelity Investments and Crd Inc. Citigroup Global Markets Inc is based out of New York, New York, and operates out of 631 additional locations across the United States. In aggregate, Citigroup Global Markets Inc oversees $31 billion in assets across 43,518 client accounts and retains more than 8,126 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 20,508 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisory firm's customers 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 63, Chartered Financial Analyst

Years of Experience

22 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 388 Greenwich Street, 29Th Floor
New York, NY 10013

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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

Viswanathan Venugopala Work History

Viswanathan has 22 years of experience.

2013 - Present (6 years)


2010 - 2013 (3 years)


2009 - 2010 (1 year)

Crd Inc

1996 - 2009 (13 years)

Fidelity Investments


Viswanathan Venugopala has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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