MH
MH

Michael Hurst

21 Years of Experience
Castroville, TX
Broker

Michael Hurst is a registered investment advisor at Citigroup Global Markets INC., based in Castroville, TX, with 21 years of industry experience. Michael 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

Castroville, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael owns rental property in Aurora, IL since 2013, handling basic maintenance, upkeep, and financial obligations. He spends a few hours per week on this activity outside of securities trading hours.

Employment History
Current Registrations
Citigroup Global Markets INC.
September 2018 - Present · 7 yrs 10 mos
Citigroup Global Markets INC.
September 2018 - Present · 7 yrs 10 mos
Citigroup Global Markets INC.Broker
September 2018 - Present · 7 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2016 - September 2018 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - September 2018 · 2 yrs 5 mos
Citigroup Global Markets INC.
January 2015 - April 2016 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
November 2014 - April 2016 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
March 2014 - October 2014 · 7 mos
Sungard Institutional Brokerage INC.Broker
January 2006 - July 2012 · 6 yrs 6 mos
Rock Island Securities, INC.Broker
July 2003 - January 2005 · 1 yr 6 mos
Kws Associates, INC.Broker
January 2003 - August 2003 · 7 mos
Sg Cowen Securities CorporationBroker
July 2001 - January 2003 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.