Zachary
Hieb

Citigroup Global Markets Inc

CRD#6748777
Investment Advisor
in Fresh Meadows, NY

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About this Advisor

Zachary Hieb is a financial advisor based in Fresh Meadows, New York, working with Citigroup Global Markets Inc. Zachary has previously held positions at Suny Plattsburgh, Combined Insurance Company, Massachusetts Mutual Life Insurance Company, Msi Financial Services, Mml Investors Services, LLC, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Bay Bridge Enterprises, Factory Baseball Instruction, and Citigroup. Zachary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Zachary is part of Citigroup Global Markets Inc, which operates out of Fresh Meadows, New York. The firm has 742 offices and 7,830 employees. The firm manages assets totaling $40.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Citigroup Global Markets Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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 69-80 188Th Street
Fresh Meadows, NY 11365

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$40,516,482,275

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

7,830

NY Average: 88
Total Number of Accounts

53,880

NY Average: 3,892
Average Account Size

$751,976

NY Average: $1,917,921

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

Zachary Hieb Work History

2022 - Present (3 years)

Citigroup

2019 - 2022 (3 years)

J.P. Morgan Securities LLC

2018 - 2021 (3 years)

Jpmorgan Chase Bank, N.A

2017 - 2018 (1 year)

Mml Investors Services, LLC

2016 - 2016 (< 1 year)

Combined Insurance Company

2016 - 2018 (2 years)

Massachusetts Mutual Life Insurance Company

2016 - 2017 (1 year)

Msi Financial Services

2015 - 2015 (< 1 year)

Bay Bridge Enterprises

2014 - 2015 (1 year)

Bay Bridge Enterprises

2014 - 2014 (< 1 year)

Factory Baseball Instruction

2013 - 2016 (3 years)

Suny Plattsburgh

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Disclosures

Please visit the SEC profile of Zachary Hieb 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

Daniel Gardner
New York, NY
Lavendel Williams
Jacksonville, FL
Dongyue Lyu
Alhambra, CA
Samphors Chea
San Antonio, TX
Olga Stroganova
Brooklyn, NY
Sefora Angeles
Beverly Hills, CA
Yun Bai
Fountain Valley, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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