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    • Wendy Lam
      Director – Wealth Management
      Senior Wealth Advisor
    • Aaron Liu
      Director – Wealth Management
      Senior Wealth Advisor
    • Daniel Zhao
      Director – Wealth Management
      Senior Wealth Advisor
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Contact the Empire Wealth Advisors Team

Wealth Advisors:

Wendy Lam
Director – Wealth Management
Senior Wealth Advisor

  • Phone: (212) 240-8211

E-Mail: wendy.j.lam@citi.com

See Profile for Wendy Lam

2 Mott Street
New York, NY 10013

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2 Mott Street
New York, NY 10013

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Aaron Liu
Director – Wealth Management
Senior Wealth Advisor

  • Phone: (718) 640-9967

E-Mail: aaron.liu@citi.com

See Profile for Aaron Liu

38-17 Main Street
Flushing, NY 11354

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38-17 Main Street
Flushing, NY 11354

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Daniel Zhao
Director – Wealth Management
Senior Wealth Advisor

  • Phone: (516) 466-8406

E-Mail: daniel.zhao@citi.com

See Profile for Daniel Zhao

111 Great Neck Road
Great Neck, NY 11021

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111 Great Neck Road
Great Neck, NY 11021

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Robert Miraglia
Senior Vice President – Wealth Management
Senior Wealth Advisor

  • Phone: (718) 380-1490

E-Mail: robert.v.miraglia@citi.com

See Profile for Robert Miraglia

69-80 188th Street
Fresh Meadows, NY 11365

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69-80 188th Street
Fresh Meadows, NY 11365

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Paul J. Mora
Senior Vice President – Wealth Management
Senior Wealth Advisor

  • Phone: (516) 681-9073

E-Mail: paul.j.mora@citi.com

See Profile for Paul J. Mora

255 North Broadway
Hicksville, NY 11801

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255 North Broadway
Hicksville, NY 11801

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David Skurowitz
Senior Vice President – Wealth Management
Senior Wealth Advisor

  • Phone: (516) 921-5171

E-Mail: david.skurowitz@citi.com

See Profile for David Skurowitz

175 Jericho Turnpike
Syosset, NY 11791

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175 Jericho Turnpike
Syosset, NY 11791

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Michael Monteverde
Vice President – Wealth Management
Senior Wealth Advisor

  • Phone: (718) 380-4926

E-Mail: michael.monteverde@citi.com

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69-80 188th Street
Fresh Meadows, NY 11365

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69-80 188th Street
Fresh Meadows, NY 11365

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Mariano Pinto
Vice President – Wealth Management
Senior Wealth Advisor

  • Phone: (212) 753-7802

E-Mail: mariano.pinto@citi.com

See Profile for Mariano Pinto

460 Park Avenue
New York, NY 10022

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460 Park Avenue
New York, NY 10022

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Anirudh "Anu" Sulibhavi
Vice President – Wealth Management
Senior Wealth Advisor

  • Phone: (718) 969-2420

E-Mail: anu.sulibhavi@citi.com

See Profile for Anirudh "Anu" Sulibhavi

176-50 Union Turnpike
Flushing, NY 11366

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176-50 Union Turnpike
Flushing, NY 11366

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Client Service Associates:

Shao Cheng
Registered Client Service Associate
Client Service Associate

  • Phone: (212) 804-5955

E-Mail: shao.cheng@citi.com

39-01 Bell Blvd.
Bayside, NY 11361

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39-01 Bell Blvd.
Bayside, NY 11361

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INVESTMENT PRODUCTS AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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The products and services mentioned in this page are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.

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© Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

Citigroup Inc. and its affiliates do not provide tax or legal advice. Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

© 2024 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.