SF
SF

Salvatore Ferrando

42 Years of Experience
New York, NY
Broker

Salvatore Ferrando is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 42 years of industry experience. Salvatore 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

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.

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Location

Citi Wealth Management, Sales, 153 E. 53rd AKA 601 Lexington Avenue, 25th Fl, New York, NY, 10022

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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
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs
Citigroup Global Markets INC.Broker
May 2007 - Present · 19 yrs
Previous Registrations
Citicorp Investment Services
August 2005 - May 2007 · 1 yr 9 mos
Citicorp Investment ServicesBroker
November 1993 - May 2007 · 13 yrs 6 mos
Prudential Securities IncorporatedBroker
November 1983 - October 1993 · 9 yrs 11 mos
State Registrations26 states
AZCACOCTDCFLGAHIILINLAMAMDNCNJNMNVNYPARISCTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.