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Contact the Wong, Wang, Ma Group

Wealth Advisors:

Helen Wong
Director – Wealth Management
Senior Wealth Advisor

  • Phone: 212-274-8075

E-Mail: helen.y.wong@citi.com

See Profile for Helen Wong

164 Canal Street
New York, NY 10013

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(Joy) Yi Zhou Wang
Vice President – Wealth Management
Senior Wealth Advisor

  • Phone: 212-274-8075

E-Mail: joy1.wang@citi.com

See Profile for (Joy) Yi Zhou Wang

164 Canal Street
New York, NY 10013

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Kelly Ma
Vice President – Wealth Management
Senior Wealth Advisor

  • Phone: 212-274-8075

E-Mail: xing.hong.ma@citi.com

See Profile for Kelly Ma

164 Canal Street
New York, NY 10013

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Client Service Associates:

Yim (Jenny) L. Wong
Client Service Associate

  • Phone: 212-274-8075

E-Mail: jenny1.wong@citi.com

164 Canal Street
New York, NY 10013

Get Directions to 164 Canal Street

Gian Carlos Ng Zheng
Client Service Associate

  • Phone: 212-274-8075

E-Mail: gian.carlos.ngzheng@citi.com

164 Canal Street
New York, NY 10013

Get Directions to 164 Canal Street

INVESTMENT 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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