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Your personal connection to a
premium relationship

Aaron Loor

Aaron Loor
Wealth Relationship Manager

NMLS#: 2731864

  • Phone: (718) 243-0018

E-Mail: aaron.loor@citi.com

195 Montague Street
Brooklyn, NY 11201

Get Directions to 195 Montague Street

Additional Languages:
  • Spanish

As a Citigold client, you have access to comprehensive banking and wealth management, backed by the power of Citibank for banking and Citi Personal Wealth Management for investments that fit your lifestyle. You may also enjoy preferred pricing, concierge services, enhanced digital capabilities and global travel perks.

A Wealth Relationship Manager is your personal connection to Citi’s full range of products and services, proactively helping you with everything from everyday banking transactions to offering personalized service. Whether meeting your banking needs directly or working together with a Citi Personal Wealth Management Wealth Advisor, your dedicated Wealth team can help with your short- and long-term financial goals, giving you greater peace of mind and financial freedom.

About Aaron Loor

Aaron is a Wealth Relationship Mangers at Citi Personal Wealth Management. He is committed to building relationships with the utmost trust and dedicated to the financial success of his clients. Aaron works in partnership with Wealth Advisors in delivering, and executing wealth strategies for clients. Prior to his current role, he served as a Client Service Officer for Citi Private Bank - Latin America and provided operational and administrative support for ultra-high-net-worth individuals and families in Argentina, Uruguay, and Paraguay. Aaron’s responsibilities include relationship management, financial planning, portfolio management, onboarding, executing trades, and addressing inquiries. He works diligently to deliver an excellent customer experience. Aaron graduated from Georgetown University with a M.S. in Foreign Service. He also has an M.B.A. in Finance from St. John’s University. Aaron has 10 years of experience in financial services. He began his investment advisor career in 2006 at J.P. Morgan Chase. Aaron holds a ChFC ® FINRA 7, 63 ,65 securities licenses. Prior to joining Citi, he served as a U.S. diplomat in Mexico, the Dominican Republic and Honduras. Outside of work, Aaron serves as a military officer in the U.S. Army Reserves. He enjoys spending time with his family and friends and has a passion for international travel, international cuisine and foreign cultures.

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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. | For TTY: We accept 711 or other Relay Service.

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Citigroup Inc. and its affiliates do not provide tax or legal advice.

As a client in the Citigold Relationship Tier, you can receive banking and lending services from Citibank, N.A. (Citibank), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investment guidance, products, and services 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). Wealth Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

© 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

INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED • NOT A BANK DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE

As a client in the Citigold Relationship Tier, you can receive banking and lending services from Citibank, N.A. (Citibank), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investment guidance, products, and services 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). Wealth Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

© 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