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Daniel Zhao

Citigroup Global Markets Inc.

Great Neck, NY

Holbrook, NY

Manhasset Hills, NY

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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-24
NY RA APPROVED 2021-08-17
  • TX RA
    APPROVED_RES
    Since 2025-05-24
  • NY RA
    APPROVED
    Since 2021-08-17

Branch Locations

Cwm Retail, Sales 111 Great Neck Road, Great Neck, NY 11021 • United States

Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States

Manhasset Hills, NY • 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 Global Market Inc. Great Neck NY 06/2013 Present
  • 06/2013 → Present
    Citigroup Global Market Inc.
    Great Neck, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-26
S63 Uniform Securities Agent State Law Examination 1996-04-01
  • S65 Uniform Investment Adviser Law Examination
    2013-03-26
  • S63 Uniform Securities Agent State Law Examination
    1996-04-01

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GREAT NECK, NY
STONE HILL FIDUCIARY MANAGEMENT, LLC · GREAT NECK, NY
PALUMBO WEALTH MANAGEMENT LLC · GREAT NECK, NY
ALLSTATE FINANCIAL ADVISORS, LLC · Manhasset, NY
WEALTHUNITE ADVISORS, LLC · MANHASSET, NY
HALO INVESTMENT SERVICES, LLC · MANHASSET, NY
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