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      Director – Wealth Management
      Senior Wealth Advisor
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      Managing Director – Wealth Management
      Senior Wealth Advisor
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We help you connect the pieces of
your financial picture.

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David Darshan

David Darshan
Managing Director – Wealth Management
Senior Wealth Advisor

NMLS#: 1816764

  • Phone: (212) 242-5746

E-Mail: david.c.darshan@citi.com

330 Madison Ave.
New York, NY 10017

Get Directions to 330 Madison Ave.

330 Madison Ave.
New York, NY 10017

Get Directions to 330 Madison Ave.

Citi Personal Wealth Management helps you connect future aspirations and present needs.

Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – From identifying your financial goals to helping you make them a reality. We’ll also work with trusted Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About David Darshan

David is a Managing Director, Senior Wealth Advisor, and Portfolio Manager at Citi Personal Wealth Management, serving as part of the Fifth Avenue Wealth Advisors team at Citi Personal Wealth Management in New York City. With over 15 years of experience at Citi, he specializes in delivering tailored wealth management strategies to high-net-worth individuals and families. David's seasoned experience and commitment to excellence were recognized in 2024 with his promotion to Managing Director at Citi, a prestigious accomplishment that reflects his leadership and contributions to the firm.

He has been consistently recognized for his excellence in wealth management. In 2023, he was included in Forbes’ Best-In-State Wealth Advisors list, and in 2024, he earned a place on the same list for New York City (see awards listed below).

David is passionate about building long-term relationships with his clients by providing strategic insights, innovative portfolio strategies, and a steadfast commitment to helping them preserve and grow their wealth across generations.

David's Awards

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The methodology for each award/rating has been reviewed, but not verified, by Citigroup Inc. (Citi) or its affiliates. Please contact the provider of the relevant award/rating for information regarding eligibility of the underlying criteria and factors utilized in compiling the data. The receipt of an award/rating with respect to a product or service may not be representative of the actual experience of any client and is not a guarantee of future performance success. Citi or its affiliates paid compensation to obtain or use the award/rating. These awards consider information provided by Citi (and other applicants), and do not solicit input or responses from actual clients.

Forbes 2023 Best-in-State Wealth Advisors www.forbes.com/lists/best-in-state-wealth-advisors
Forbes 2024 Best-in-State Wealth Advisors www.forbes.com/sites/rjshook/2024/04/03/methodology-best-in-state-wealth-advisors-2024

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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.

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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. 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.

© 2025 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.