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Ravi Adimoolam

Citigroup Global Markets INC.
36 Years of Experience
Jamaica, NY
1 DisclosureBroker
View SEC Summary
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Ravi Adimoolam is a registered investment advisor at Citigroup Global Markets INC., based in Jamaica, NY, with 36 years of industry experience. Ravi 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.

Citigroup Global Markets INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2402 advisors
IM Fee
Planning only
Assets Under Management
$56.0B

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.

One-Time Plan:$0
View Full SEC Brochure

Location

Citi Retail Banking, 121-11 Liberty Avenue, Jamaica, NY, 11419

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2014
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Citigroup Global Markets INC.
August 2014 - Present · 12 yrs 2 mos
Citigroup Global Markets INC.
July 2014 - Present · 12 yrs 3 mos
Citigroup Global Markets INC.Broker
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - June 2014 · 1 yr 8 mos
J.P. Morgan Securities LLC
October 2012 - June 2014 · 1 yr 8 mos
Chase Investment Services CORP.
January 2010 - October 2012 · 2 yrs 9 mos
Chase Investment Services CORP.Broker
December 2009 - October 2012 · 2 yrs 10 mos
Citigroup Global Markets INC.
May 2007 - January 2010 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
May 2007 - January 2010 · 2 yrs 8 mos
Citicorp Investment Services
December 2004 - May 2007 · 2 yrs 5 mos
Financial Horizons Securities CorporationBroker
February 1993 - July 1995 · 2 yrs 5 mos
Citicorp Investment ServicesBroker
October 1992 - May 2007 · 14 yrs 7 mos
Ids Life Insurance CompanyBroker
November 1989 - July 1992 · 2 yrs 8 mos
American Express Financial Advisors INC.Broker
November 1989 - July 1992 · 2 yrs 8 mos
State Registrations8 states
CTFLGAILNCNJNYPA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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