Denise Rayve is a registered investment advisor at Citigroup Global Markets INC., based in Fort Lee, NJ, with 38 years of industry experience. Denise 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
Citi Wealth Management, Sales, 2071 Lemoine Avenue, FL 2, Fort Lee, NJ, 07024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Denise is the President and co-owner of Great Eastern Pet Supply LLC since 2003. She dedicates minimal time to this non-investment related activity, primarily for tax preparation.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Santander Securities
Santander Securities LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Morgan Stanley
Morgan StanleyBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
TD Wealth Management Services INC.
TD Wealth Management Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Quick & Reilly, INC.Broker
Quick & Reilly, INC.
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Lehman Brothers INC.Broker
State Registrations53 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.