Desi
Wyatt

Citigroup Global Markets Inc

CRD#4418108
Investment Advisor
in Washington, DC

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About this Advisor

Desi Wyatt is a financial advisor based in Washington, District of Columbia, working with Citigroup Global Markets Inc. Desi has previously held positions at Suntrust Investment Services, Inc, Suntrust Advisory Services, and Citigroup. Desi has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia. Currently, Desi is part of Citigroup Global Markets Inc, which operates out of Washington, District of Columbia. 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 Personal Wealth Management 1101 Pennsylvania Ave Nw, 5Th Floor
Washington, DC 20004

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$40,516,482,275

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

7,830

DC Average: 88
Total Number of Accounts

53,880

DC Average: 3,892
Average Account Size

$751,976

DC 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

Desi Wyatt Work History

2022 - Present (2 years)

Citigroup

2017 - 2022 (5 years)

Citigroup

2016 - 2017 (1 year)

Suntrust Advisory Services

2013 - 2017 (4 years)

Suntrust Investment Services, Inc

Disclosures

Please visit the SEC profile of Desi Wyatt 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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