Mario Girone
Mario Girone is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 27 years of industry experience. Mario 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, 52 East 14th Street, New York, NY, 10003
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2014Customer Dispute
August 2012Other Business Activities
Mario is involved in several real estate ventures, including Marnico Management LLC, Quickflip Management LLC, 26 Liberty Ave LLC, Marsveta Properties LLC, and Svetochki LLC. He spends minimal time on each venture, managing real estate and rental properties.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Assent LLCBroker
Andover Brokerage, L.L.C.Broker
Briarwood Investment CounselBroker
Maidstone Financial, INC.Broker
State Registrations28 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.