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Daniel George Marquardt

Citigroup Global Markets Inc.

Garden City Park, NY

Port Jefferson, NY

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-17
  • NY RA
    APPROVED
    Since 2021-08-17

Branch Locations

Cwm Retail, Sales 2301 Jericho Turnpike, Garden City Park, NY 11040 • United States

Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup East Meadow NY 03/2014 Present
  • 03/2014 → Present
    Citigroup
    East Meadow, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-11
S63 Uniform Securities Agent State Law Examination 2006-08-12
  • S65 Uniform Investment Adviser Law Examination
    2020-02-11
  • S63 Uniform Securities Agent State Law Examination
    2006-08-12
Other Names
  • Daniel George Marguart

View on SEC IAPD

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