Best Investors Account Sign in
Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-28
IL RA APPROVED 2014-06-19
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • IL RA
    APPROVED
    Since 2014-06-19

Branch Locations

Cwm Retail, Sales 444 Main Street, Glen Ellyn, IL 60137 • United States

Citi Retail Banking 2775 Forgue Drive, Naperville, IL 60564 • United States

Cwm Retail, Sales 1195 E. Ogden Avenue, Naperville, IL 60563 • United States

Citi Retail Banking 2225 W. 75Th Street, Darien, IL 60561 • United States

Citi Wealth Management, Sales 227 West Monroe St, Chicago, IL 60606 • United States

Naperville, IL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Citi Personal Wealth Management Naperville IL 06/2014 Present
  • 06/2014 → Present
    Citi Personal Wealth Management
    Naperville, IL
Previous Registrations
  • 2013-02-13 → 2014-06-18
    Naperville, IL
    Lisle, IL
    Lombard, IL
    St. Charles, IL
    Carol Stream, IL
    West Chicago, IL
    Lockport, IL
  • 2011-07-07 → 2013-02-07
    Naperville, IL
    Naperville, IL
    Wheaton, IL
    Wheaton, IL
    Aurora, IL
    North Aurora, IL
    Aurora, IL
    Aurora, IL
    Dekalb, IL
    Naperville, IL
    Naperville, IL
    Naperville, IL
    Downers Grove, IL
    Naperville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-20
S63 Uniform Securities Agent State Law Examination 2006-06-14
  • S66 Uniform Combined State Law Examination
    2011-05-20
  • S63 Uniform Securities Agent State Law Examination
    2006-06-14
Other Names
  • Daniel Joseph Demasi
  • Dan Demasi
  • Daniel De Masi

View on SEC IAPD

More in Glen Ellyn, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor