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Afrin Ahmed

31 Years of Experience
Henderson, NV
Broker

Afrin Ahmed is a registered investment advisor at Citigroup Global Markets INC., based in Henderson, NV, with 31 years of industry experience. Afrin 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, 10211 South Eastern Avenue, Henderson, NV, 89052

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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.
June 2020 - Present · 5 yrs 11 mos
Citigroup Global Markets INC.Broker
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2007 - May 2010 · 3 yrs
Citicorp Investment ServicesBroker
December 2004 - May 2007 · 2 yrs 5 mos
First Brokerage America, L.L.C.Broker
September 2004 - November 2004 · 2 mos
National Planning CorporationBroker
March 2001 - August 2004 · 3 yrs 5 mos
Gateway Investment Services, INC.Broker
May 1998 - February 2001 · 2 yrs 9 mos
Gateway Investment Services, INC.Broker
December 1997 - March 1998 · 3 mos
Fn Investment CenterBroker
January 1997 - November 1997 · 10 mos
Invest Financial CorporationBroker
June 1993 - January 1997 · 3 yrs 7 mos
State Registrations3 states
AZCANV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.