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Bruce Garber

35 Years of Experience
Ft. Lauderdale, FL
1 DisclosureBroker

Bruce Garber is a registered investment advisor at Citigroup Global Markets INC., based in Ft. Lauderdale, FL, with 35 years of industry experience. Bruce 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, Supervision, 1401 West Commercial Blvd, Suite 2, Ft. Lauderdale, FL, 33309

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History

Regulatory History (1)
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Financial
November 2016
Final
Other Business Activities

Bruce owns InvestQuest, LLC, a real estate business, since 2015. He spends minimal time each month collecting rent, handling property maintenance, lease renewals, and screening tenants.

Employment History
Current Registrations
Citigroup Global Markets INC.
April 2020 - Present · 6 yrs 1 mo
Citigroup Global Markets INC.
April 2020 - Present · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
National Asset Management, INC.
April 2019 - March 2020 · 11 mos
National Securities CorporationBroker
April 2019 - March 2020 · 11 mos
Questar Asset Management, INC.
July 2015 - March 2019 · 3 yrs 8 mos
Questar Capital CorporationBroker
July 2015 - March 2019 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2014 - July 2015 · 1 yr
Wells Fargo Advisors, LLC
February 2014 - April 2014 · 2 mos
Wells Fargo Advisors, LLCBroker
February 2014 - April 2014 · 2 mos
PNC Investments
November 2009 - December 2013 · 4 yrs 1 mo
PNC InvestmentsBroker
November 2009 - December 2013 · 4 yrs 1 mo
Natcity Investments, INC.
April 2009 - November 2009 · 7 mos
Natcity Investments, INC.Broker
April 2009 - November 2009 · 7 mos
Wamu Investments, INC.
December 2008 - February 2009 · 2 mos
Wamu Investments, INC.Broker
May 1998 - February 2009 · 10 yrs 9 mos
Great Western Financial Securities CorporationBroker
August 1996 - May 1998 · 1 yr 9 mos
Chase Manhattan Investment Services, INC.Broker
June 1996 - September 1996 · 3 mos
Chemical Investment Services CORP.Broker
September 1994 - August 1996 · 1 yr 11 mos
Chemical Securities, INC.Broker
May 1992 - September 1994 · 2 yrs 4 mos
Citicorp Financial Services,inc.Broker
September 1990 - May 1992 · 1 yr 8 mos
J. W. Gant & Associates, INC.Broker
August 1989 - October 1989 · 2 mos
Integrated Resources Equity CorporationBroker
April 1989 - August 1989 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.