Robert Mourad
Robert Mourad is a CFP-designated registered investment advisor at Citigroup Global Markets INC., based in Los Angeles, CA, with 31 years of industry experience. Robert 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
Citi Wealth Management, Sales, 300 South Grand Avenue, FL 31, Los Angeles, CA, 90071
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Regulatory History
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 →Other Business Activities
Robert is a passive investor in BP Huntington Beach LLC, a restaurant, since 2015. This activity is not investment-related.
Employment History
Current Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Galliott Capital Advisors, LLC
Insigneo Securities, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Baraban Securities, INC.Broker
State Registrations53 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.
Exams
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