Jeffrey Damasco
Jeffrey Damasco is a registered investment advisor at Citigroup Global Markets INC., based in Long Island City, NY, with 30 years of industry experience. Jeffrey 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
Citi Wealth Management, Sales, 38-18 Queens Boulevard, B, Long Island City, NY, 11101
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Regulatory History (1)
Customer Dispute
July 2025Other Business Activities
Jeffrey is a silent investor in Dynamics Tournaments, a startup business that is not yet formed. He spends minimal time on this venture each month outside of security trading hours.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Citicorp Investment ServicesBroker
Citicorp Investment Services
Essex National Securities, INC.
Essex National Securities, INC.Broker
Pfic Securities CorporationBroker
Fiserv Investor Services, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Citicorp Investment ServicesBroker
Dime Securities, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations36 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.