Nirotam Mahes
Nirotam Mahes is a registered investment advisor at Citigroup Global Markets INC., based in Bedford Village, NY, with 25 years of industry experience. Nirotam 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
CWM Retail, Sales, Route 22, Bedford Village, NY, 10506
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Regulatory History (1)
Employment Separation After Allegations
March 2004Other Business Activities
Nirotam is involved in real estate rental through Mahes & Associates, dedicating minimal time to this investment-related activity. He also operates under the DBA Webster Investments for his LPL business.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
LPL Financial LLC
Financial Resources Group Investment Services, LLCBroker
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Tiaa-Cref Individual & Institutional Services, INC.Broker
David J. Greene and Company, LLCBroker
State Registrations7 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.