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    • Brian Sodol
      Director – Wealth Management
      Senior Wealth Advisor
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Brian Sodol

Brian Sodol
Director – Wealth Management
Senior Wealth Advisor

NMLS# 1814713

  • Phone: (212) 541-8668

E-Mail: brian.sodol@citi.com

660 Fifth Avenue
New York, NY 10103

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660 Fifth Avenue
New York, NY 10103

Get Directions to 660 Fifth Avenue

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 Brian Sodol

As a Citi Personal Wealth Management Financial Wealth Advisor, my goal is to build strong relationships with clients by earning their trust.

I work closely with clients, conducting extensive financial planning to help them define and prioritize their goals. While working with the client's tax and legal advisor, I leverage my deep knowledge of alternative investments and insurance to build the truly holistic investment, retirement and estate plans each client needs to help grow and protect their wealth, retire successfully and pass on their wealth and values to the next generation.

I joined Citi Personal Wealth Management in 2014. I have more than 22 years of experience helping financial services clients achieve their goals. Prior to joining Citi, I worked at HSBC, JP Morgan and other firms on Wall Street. I hold a bachelor’s degree from Pace University, as well as series 7, 63, 65 and Life and Health insurance licenses.

I enjoy playing tennis, hockey, hiking and spending as much time as possible with my family. I am committed to the community, volunteering my time and financially supporting organizations that serve children.

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

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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. 4/26

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. 4/26