Michelle Griffith
Michelle Griffith is a registered investment advisor at Citigroup Global Markets INC., based in Chicago, IL, with 34 years of industry experience. Michelle 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
CWM Retail, Sales, 9449 S. Western Avenue, Chicago, IL, 60643
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Regulatory History (1)
Customer Dispute
October 2010Other Business Activities
Michelle serves on the board of two non-profit organizations: Beacon Therapeutic Diagnostic and Treatment Center, and Advocate United Church of Christ. She spends minimal time on fundraising and providing growth and development advice for these organizations.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Waddell & Reed, INC.Broker
State Registrations26 states
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.
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