TrueAdvisor
TrueAdvisor
IT
IT

Irene Tagarelli

Citigroup Global Markets INC.
43 Years of Experience
Fort Lee, NJ
Broker
View SEC Summary
View SEC Summary

Irene Tagarelli is a registered investment advisor at Citigroup Global Markets INC., based in Fort Lee, NJ, with 43 years of industry experience. Irene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.

Citigroup Global Markets INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2398 advisors
IM Fee
Planning only
Assets Under Management
$56.0B

Fee Structure

Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.

One-Time Plan:$0
View Full SEC Brochure

Location

Citi Wealth Management, Sales, 2071 Lemoine Avenue, Ste 1, Fort Lee, NJ, 07024

Get directions

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.

Learn about disclosures →
Other Business Activities

Irene co-owns rental property since 2017. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Citigroup Global Markets INC.
November 2019 - Present · 6 yrs 11 mos
Citigroup Global Markets INC.
November 2019 - Present · 6 yrs 11 mos
Citigroup Global Markets INC.Broker
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Santander Securities LLCBroker
July 2015 - November 2019 · 4 yrs 4 mos
Santander Securities
July 2015 - November 2019 · 4 yrs 4 mos
LPL Financial LLC
October 2008 - July 2015 · 6 yrs 9 mos
LPL Financial LLCBroker
August 2008 - July 2015 · 6 yrs 11 mos
LPL Financial Corporation
August 2008 - September 2008 · 1 mo
Essex National Securities, INC.
October 2006 - September 2008 · 1 yr 11 mos
Essex National Securities, INC.Broker
October 2006 - September 2008 · 1 yr 11 mos
Chase Investment Services CORP.
January 2005 - October 2006 · 1 yr 9 mos
Chase Investment Services CORP.Broker
August 2004 - October 2006 · 2 yrs 2 mos
Essex National Securities, INC.Broker
May 2000 - August 2004 · 4 yrs 3 mos
Chase Investment Services CORP.Broker
November 1998 - March 2000 · 1 yr 4 mos
Dime Securities, INC.Broker
January 1995 - November 1998 · 3 yrs 10 mos
Liberty Securities CorporationBroker
March 1987 - January 1995 · 7 yrs 10 mos
Shearson Lehman Brothers INC.Broker
August 1985 - April 1987 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1983 - October 1985 · 2 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
More Advisors
More financial advisors in Fort Lee, NJ →All financial advisors in New Jersey →