Michael Saccardo
Michael Saccardo is a registered investment advisor at Citigroup Global Markets INC., based in Ramapo, NY, with 25 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.
Location
CWM Retail, Sales, 250 Route 59, Ramapo, NY, 10901
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.