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We help you connect the pieces of
your financial picture.

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Sean Broderick

Sean Broderick
Vice President – Wealth Management
Senior Wealth Advisor

NMLS#: 1814475

  • Phone: (718) 876-0142

E-Mail: sean.broderick@citi.com

388 Greenwich Street
New York, NY 10013

Get Directions to 388 Greenwich Street

388 Greenwich Street
New York, NY 10013

Get Directions to 388 Greenwich Street

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 Sean

As a Citi Personal Wealth Management Wealth Advisor, I focus on building long- term relationships and serving clients at a level that they deserve. I provide retirement/financial planning, education planning, and I work with customers' tax and legal advisor for insurance/estate planning, and much more.

One way I help clients is by connecting them with other Citi professionals who can assist with a range of needs—including savings, mortgage lending, and commercial banking. By working together with a Wealth Relationship Manager, I ensure my clients get access to banking and lending services, unlocking the true value they deserve.

I have been with Citigroup since 2010. I have Bachelor’s degrees in Business Finance and Accounting from C.U.N.Y. Staten Island and graduated from two executive programs at Wharton School of Business. I hold Series 7, 66, NY and NJ Life, Accident, and Health Insurance Licenses.

I am an avid health and fitness enthusiast. I currently reside in Staten Island, NY, with my wife and two young sons.

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.