MD
MD

Michael Depirri

33 Years of Experience
Washington, DC
Broker

Michael Depirri is a registered investment advisor at Citigroup Global Markets INC., based in Washington, DC, with 33 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

Citi Wealth Management, Sales, 1101 Pennsylvania Ave NW, Washington, DC, 20004

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Citigroup Global Markets INC.
January 2023 - Present · 3 yrs 4 mos
Citigroup Global Markets INC.
June 2022 - Present · 3 yrs 11 mos
Citigroup Global Markets INC.Broker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
PNC InvestmentsBroker
January 2012 - May 2022 · 10 yrs 4 mos
PNC Investments
January 2012 - May 2022 · 10 yrs 4 mos
Wells Fargo Advisors, LLC
July 2007 - December 2011 · 4 yrs 5 mos
Wells Fargo Advisors, LLCBroker
July 2007 - December 2011 · 4 yrs 5 mos
Suntrust Investment Services, INC.
March 2006 - August 2007 · 1 yr 5 mos
Suntrust Investment Services, INC.Broker
October 2005 - August 2007 · 1 yr 10 mos
H&r Block Financial Advisors, INC.Broker
April 1993 - October 2005 · 12 yrs 6 mos
Dickinson & CO.Broker
January 1993 - March 1993 · 2 mos
Thomas James Associates, INC.Broker
July 1992 - January 1993 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.