Danny N Gomez
Investment adviser representative at Citigroup Global Markets Inc.
12 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
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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
12 years in the industry.
- Citigroup Global Markets Inc.Oct 2024 to now
- CitigroupOct 2021 to now
- Bank of America, N.A.Nov 2018 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Sep 2021
- TD BankJul 2018 to Nov 2018
- AXA Advisors, LLCApr 2018 to Aug 2018
- David Lerner AssociatesFeb 2017 to Feb 2018
- New York LifeJan 2017 to Feb 2017
- JP Morgan Securities LLCApr 2014 to Jan 2017
- JPMorgan Chase BankApr 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6331633
- Firm CRD
- 7059