Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Citigroup Global Markets Inc. financial advisors in Costa Mesa, CA

Every SEC-registered investment adviser representative at a Citigroup Global Markets Inc. office in Costa Mesa, A to Z.

The short answer

6 registered advisors work at Citigroup Global Markets Inc. in Costa Mesa, out of 2,138 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Citigroup Global Markets Inc. advisors in Costa Mesa, A to Z

Every Citigroup Global Markets Inc. advisor →

Citigroup Global Markets Inc. advisors in every city and state →Citigroup Global Markets Inc.: assets, clients and custodians →Citi news and advisor moves →Advisor Moves: who changed firms this week →

Citigroup Global Markets Inc. advisors in other cities

New York, NY 624Miami, FL 223San Francisco, CA 73Jacksonville, FL 66Greenwich, CT 44Los Angeles, CA 42Washington, DC 39San Antonio, TX 37Chicago, IL 34Brooklyn, NY 31Long Island City, NY 25Beverly Hills, CA 24New York City, NY 24O'Fallon, MO 24Uniondale, NY 24

Other firms in Costa Mesa

All Costa Mesa advisors →

Osaic Wealth, Inc. 18Captrust 16LPL Financial LLC 11Check Capital Management Inc. 8Strategic Advisers LLC 7Edward Jones 6Independent Financial Group, LLC 6Cetera Investment Advisers LLC 5Fifth Third Securities, Inc. 5Leisure Capital Management, Inc. 5Sovran Advisors, LLC 5Edelman Financial Engines 4

Questions

How many financial advisors does Citigroup Global Markets Inc. have in Costa Mesa?

6 investment adviser representatives are registered at Citigroup Global Markets Inc. offices in Costa Mesa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,138 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Is Citigroup Global Markets Inc. one of the largest advisor employers in Costa Mesa?

Citigroup Global Markets Inc. ranks number 5 in Costa Mesa by registered advisors; Osaic Wealth, Inc. has the most, with 18.

How do I check a Citigroup Global Markets Inc. advisor in Costa Mesa?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Citigroup Global Markets Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.