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Danny Wong

Citigroup Global Markets Inc.

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About Danny Wong

Firm Information

Danny Wong is currently registered with Citigroup Global Markets Inc.. CITIGROUP GLOBAL MARKETS INC. is a corporation formed on 1998-10-15, with its main office located in NEW YORK, NY, United States. The firm provides advisory services including asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. They are registered with the SEC and in 53 states. They manage more than $50 billion in assets and their services are offered to individuals, corporations, charitable organizations, pension and profit sharing plans, state or municipal government entities, and high net worth individuals.
Citigroup Global Markets Inc.

388 GREENWICH STREET

NEW YORK, NY 10013

$40.52B

Assets Under Management

11,754

Total Clients

3,637

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Danny Wong’s Registration & Firm History

NY

05/16/2023 - Present

Citigroup Global Markets Inc. (NEW YORK NY)

NY

01/13/2022 - 05/11/2023

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

07/01/2019 - 12/15/2021

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 3/8/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/1/2019

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2018

Series 79TO - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danny Wong.
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