Daniel P Conforti
Investment adviser representative at Citigroup Global Markets Inc.
20 yearsExperience
2 statesRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Daniel P Conforti? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Citigroup Global Markets Inc.Aug 2021 to now
- CitigroupFeb 2016 to now
- Nys Certified Baseball UmpireMar 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6015097
- Firm CRD
- 7059