MC
MC

Michael Collins

25 Years of Experience
Greenwich, CT
Broker

Michael Collins is a registered investment advisor at Citigroup Global Markets INC., based in Greenwich, CT, with 25 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.

Loading...

Location

Citi Wealth Management, Sales, 14-18 Railroad Avenue, Greenwich, CT, 06830

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Citigroup Global Markets INC.
May 2012 - Present · 14 yrs
Citigroup Global Markets INC.
May 2012 - Present · 14 yrs
Citigroup Global Markets INC.Broker
May 2012 - Present · 14 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2010 - May 2012 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - May 2012 · 2 yrs 7 mos
Banc of America Investment Services, INC.Broker
October 2004 - October 2009 · 5 yrs
Quick & Reilly, INC.Broker
September 2004 - October 2004 · 1 mo
Metlife Securities INC.Broker
January 1997 - October 2000 · 3 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
January 1997 - October 2000 · 3 yrs 9 mos
American Skandia Marketing, INC.Broker
September 1995 - March 1996 · 6 mos
State Registrations41 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI
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.