BZ
BZ

Benjamin Zeller

1 Year of Experience
New York, NY
Broker

Benjamin Zeller is a registered investment advisor, based in New York, NY, with 1 years of industry experience.

Location

Citi Private Bank, 388 Greenwich Street, 30th Floor, New York, NY, 10013

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Citi Private Alternatives, LLCBroker
May 2025 - Present · 1 yr
Citi Private Alternatives, LLC
May 2025 - Present · 1 yr
Citigroup Global Markets INC.
September 2024 - Present · 1 yr 8 mos
Citigroup Global Markets INC.Broker
August 2024 - Present · 1 yr 9 mos
Citigroup Global Markets INC.
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
NY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Benjamin Zeller - Financial Advisor | TrueAdvisor