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Daniel Kyuwon Lee

Citigroup Global Markets Inc.

New York, NY

New York, NY

New York, 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 2023-09-18
  • NY RA
    APPROVED
    Since 2023-09-18

Branch Locations

Citi Retail Banking 22 West 32Nd Street, New York, NY 10001 • United States

Citi Wealth Management, Sales 153 E. 53Rd Street Aka 601 Lexington Ave, New York, NY 10022 • United States

Cwm Retail, Sales 52 East 14Th Street, New York, NY 10003 • 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 New York NY 06/2021 Present
Lg Electronics N.A. Englewood Cliffs NJ 05/2019 05/2021
Winia Daewoo Electronics Ridgefield Park NJ 08/2018 04/2019
Stony Brook University Stony Brook NY 08/2015 05/2018
  • 06/2021 → Present
    Citigroup
    New York, NY
  • 05/2019 → 05/2021
    Lg Electronics N.A.
    Englewood Cliffs, NJ
  • 08/2018 → 04/2019
    Winia Daewoo Electronics
    Ridgefield Park, NJ
  • 08/2015 → 05/2018
    Stony Brook University
    Stony Brook, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-18
S63 Uniform Securities Agent State Law Examination 2023-08-11
  • S65 Uniform Investment Adviser Law Examination
    2023-09-18
  • S63 Uniform Securities Agent State Law Examination
    2023-08-11
Other Names
  • Daniel Lee

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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