Best Investors Account Sign in

Cordelia Gee Ling Lo

Citigroup Global Markets Inc.

Torrance, CA

Los Angeles, CA

Newbury Park, CA

Torrance, CA

CRD 3202735

Claim This Profile
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:

Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-23
CA RA APPROVED 2007-05-29
  • TX RA
    APPROVED_RES
    Since 2025-05-23
  • CA RA
    APPROVED
    Since 2007-05-29

Branch Locations

Cwm Retail, Sales 3812 Sepulveda Blvd., Torrance, CA 90505 • United States

Cwm Retail, Sales 8800 South Sepulveda Boulevard, Los Angeles, CA 90045 • United States

Citi Wealth Management, Sales 2170 Newbury Road, Newbury Park, CA 91320 • United States

Torrance, CA • 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 Markets Inc. Los Angeles CA 05/2007 Present
Previous Registrations
  • 2004-12-08 → 2007-05-29
    Citicorp Investment Services
    Los Angeles, CA
    Los Angeles, CA
  • 2004-06-22 → 2004-07-28
    Citicorp Investment Services
    Westchester, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-02
  • S66 Uniform Combined State Law Examination
    2001-07-02
Other Names
  • Cordelia Gee Ling Woo

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
SOUTH BAY FINANCIAL PARTNERS
EP WEALTH ADVISORS

Nearby Investors

DAWN KIM
RYAN BOMERSBACK
Jordan Luke Opre

Nearby Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA

More in Torrance, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor