Michael Saccardo
Michael Saccardo is a registered investment advisor at Citigroup Global Markets INC., based in New City, NY, with 24 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
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, 170 N. Main Street, New City, NY, 10956
Get directionsHistory
Regulatory History (1)
Criminal
October 1979Other Business Activities
Michael works as a referee for basketball and lacrosse leagues, dedicating about 10-20% of his time to these activities. He also serves as treasurer for a basketball officiating board, handling dues collection and expenses.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Nylife Securities LLCBroker
Pruco Securities, LLC.Broker
Deutsche Bank Securities INC.Broker
State Registrations1 state
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.