Denise Rayve is a registered investment advisor at Citigroup Global Markets INC., based in Fort Lee, NJ, with 39 years of industry experience. Denise 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.
Compensation
Firm Size
IM Fee
Assets Under Management
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.
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.
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