Patrick Gerard Manzi

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 10/2016
  Pruco Securities, Llc.
  Islelin, NJ
• 08/2016 → 10/2016
  The Prudential Insurance Company Of America
  Islelin, NJ
• 10/2016 → Present
  Citigroup
  New York, NY

Previous Registrations

• 2014-09-25 → 2016-01-13
  Principal Securities, Inc.
  Melville, NY
• 2008-10-13 → 2012-11-27
  Credit Suisse Securities (Usa) Llc
  New York, NY
• 2007-12-10 → 2008-06-03
  Neuberger Berman Bd Llc
  New York, NY

Other Businesses

I have my own LLC, Omega Partners Consulting, LLC. Purpose is financial services consulting. It is inactive at the moment. Commenced in December 2015. I am the sole partner/member.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-07
• S63 Uniform Securities Agent State Law Examination
  1993-01-14

Other Names

• Patrick Gerard Manzi
• Patrick G Manzi