Robert Ivan Schwartz
Financial advisor at Citigroup Global Markets Inc. · Holbrook, NY
Last updated 2026-10-10
Claim your profileRobert Ivan Schwartz is a financial advisor at Citigroup Global Markets Inc. in Holbrook, NY, CRD 1306571. Licenses and exams on the registration: Series 63, Series 65. First registered 2004-12-07.
Registration
- CRD number
- 1306571
- Registration status
- Active
- First registered
- 2004-12-07
- Years of experience
- 21
- States registered
- CA, NY
Licenses and exams
- Series 63
- Series 65
Work history
- 2007-05 to Present · Citigroup Global Markets Inc. · Queens, NY
Current employment
- Citigroup Global Markets Inc. · New York, NY
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
Citi Wealth Management, Sales, Holbrook, NY 11747
32 advisors at this office.
Contact
The firm's filed contact details.
Official record
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