Dylan Diflorio
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Dylan Diflorio? 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
10 years in the industry.
- Citigroup Global Markets Inc.Nov 2025 to now
- CitigroupOct 2025 to now
- Adp Broker-dealer, Inc.Oct 2024 to Oct 2025
- Adp, Inc.Oct 2024 to Oct 2025
- Franklin Distributors, LLCJun 2024 to Oct 2024
- Franklin Templeton Institutional, LLCJun 2023 to Jun 2024
- Cetera Investment Advisers LLCJan 2023 to Jun 2023
- Cetera Investment Services LLCDec 2020 to Jun 2023
- Door DashSep 2020 to Dec 2020
- Wsfs BankJun 2020 to Sep 2020
- (student) At Rutgers University New-brunswickSep 2019 to May 2020
- Carrabba's Italian GrillMay 2019 to Sep 2019
- Rutgers University New-brunswickSep 2018 to May 2019
- Mullen LawMay 2018 to Sep 2018
- Rutgers University New-brunswickSep 2017 to May 2018
- Salmon Ricchezza Singer & Turchi LLPMay 2017 to Sep 2017
- Rutgers University New-brunswickSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
- Series 65 · Uniform Investment Adviser Law2025
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
- 7317708
- Firm CRD
- 7059