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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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Meet the Empire Wealth Advisors Team

Our goal is to understand what matters to you, meet or exceed your expectations and make a meaningful difference in your life.

Wendy Lam

Wendy Lam

Director – Wealth Management

Senior Wealth Advisor

New York, NY

See Profile for Wendy Lam

Aaron Liu

Aaron Liu

Director – Wealth Management

Senior Wealth Advisor

Flushing, NY

See Profile for Aaron Liu

Daniel Zhao

Daniel Zhao

Director – Wealth Management

Senior Wealth Advisor

Great Neck, NY

See Profile for Daniel Zhao

Robert Miraglia

Robert Miraglia

Senior Vice President – Wealth Management

Senior Wealth Advisor

Fresh Meadows, NY

See Profile for Robert Miraglia

Paul J. Mora

Paul J. Mora

Senior Vice President – Wealth Management

Senior Wealth Advisor

Hicksville, NY

See Profile for Paul J. Mora

David Skurowitz

David Skurowitz

Senior Vice President – Wealth Management

Senior Wealth Advisor

Syosset, NY

See Profile for David Skurowitz

Michael Monteverde

Michael Monteverde

Vice President – Wealth Management

Senior Wealth Advisor

Fresh Meadows, NY

See Profile for Michael Monteverde

Mariano Pinto

Mariano Pinto

Vice President – Wealth Management

Senior Wealth Advisor

New York, NY

See Profile for Mariano Pinto

Anirudh "Anu" Sulibhavi

Anirudh "Anu" Sulibhavi

Vice President – Wealth Management

Senior Wealth Advisor

Flushing, NY

See Profile for Anirudh "Anu" Sulibhavi

Shao Cheng

Shao Cheng

Registered Client Service Associate

Client Service Associate

Bayside, NY

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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Important Information

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.

Banking products and services are offered through Citibank, N.A., NMLS #412915, Member FDIC and Equal Housing Lender. Citibank is not responsible for obligations of its affiliates.

© 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.