Daniel Serrulha
Vice President – Wealth Management
Senior Wealth Advisor

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 Citi colleagues in banking and lending to help with 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 Daniel Serrulha

Daniel Serullha is a Senior Wealth Advisor at Citi Personal Wealth Management, bringing over 15 years of industry experience focused on international client relations, tailored portfolio management, and strategic wealth planning. Throughout his career, Daniel has specialized in cultivating enduring client partnerships by providing personalized investment guidance and navigating global financial products aligned with unique risk profiles and long-term financial goals.

Prior to joining Citi, Daniel served as a Financial Executive for nine years at Banco do Brasil Securities LLC, where he advised international clients and managed cross-border investment strategies. His prior financial advisory experience also includes key roles at IDB (Israel Discount Bank of New York).

Daniel holds FINRA Series 7, 63, and 65 securities licenses and earned his Bachelor of Science in International Business with a minor in Finance from the Sy Syms School of Business at Yeshiva University in New York City. He is multilingual, fluently communicating with a diverse global clientele in English, Portuguese, Spanish, and Hebrew. Outside of his professional advisory practice, Daniel enjoys spending time with his wife and two children, and is an active soccer player and enthusiast.