Alfred Natale is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 31 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.
Location
CWM Retail, Sales, 1740 Broadway, New York, NY, 10019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
M&t Securities, INC.
M&t Securities, INC.Broker
Santander Securities
Santander Securities LLCBroker
Idb Capital CORP.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
PNC InvestmentsBroker
PNC Investments
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Salomon Smith Barney INC.Broker
Ryan, Beck & CO.Broker
State Registrations2 states
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.