Keith Wong

Financial advisor at Citigroup Global Markets Inc. · East Meadow, NY

Last updated 2026-10-10

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Keith Wong is a financial advisor at Citigroup Global Markets Inc. in East Meadow, NY, CRD 5985348. Licenses and exams on the registration: Series 66. First registered 2013-05-27.

Registration

CRD number
5985348
Registration status
Active
First registered
2013-05-27
Years of experience
13
States registered
NY, TX

Licenses and exams

  • Series 66

Work history

  • 2014-06 to Present · Citigroup · East Meadows, NY

Current employment

SEC IAPD record for Keith Wong

Citigroup Global Markets Inc.

Regulatory AUM
$56,006,655,920
Registered advisors
2,399
Offices
1,376
Clients per advisor
24.9 (Low)
Average AUM per client
$936.1K (Low)
High-net-worth client ratio
39.2% (Moderate)

Citigroup Global Markets Inc.: advisors, services and reported ETF investments

What this firm offers

Filed by Citigroup Global Markets Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Security Ratings or Pricing Services
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Commodity Pool Operator or Trading Advisor
  • Futures Commission Merchant
  • Registered Security-Based Swap Dealer
  • Other Financial Product Salesperson
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

Cwm Retail, Sales, East Meadow, NY 11554

3 advisors at this office.

Citigroup Global Markets office in East Meadow, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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