Michael Simon
Michael Simon is a registered investment advisor at Citigroup Global Markets INC., based in Jersey City, NJ, with 21 years of industry experience. Michael 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
480 Washington Blvd, 19th Floor, Jersey City, NJ, 07310
Get directionsHistory
Regulatory History (2)
Financial
December 2022Financial
January 2020Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Leumi Investment Services INC.
Leumi Investment Services INC.Broker
State Registrations1 state
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
More Advisors
- Christopher KingCitigroup Global Markets INC.
- Casey Finneran, CFALord, Abbett & CO. LLC
- Natani Drati, CFPCharles Schwab & CO., INC.
- Jenna Vanleeuwen, CFPAligning Wealth
- Jason Rogers, CFPSchwab Wealth Advisory, INC.
- Ashish Sharma, CFADgs Capital Management