Bernard Reina
Bernard Reina is a registered investment advisor at Citigroup Global Markets INC., based in Los Angeles, CA, with 28 years of industry experience. Bernard 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, 8800 South Sepulveda Boulevard, Los Angeles, CA, 90045
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Regulatory History (1)
Criminal
April 1987Other Business Activities
Bernard is a manager at Westchester Hand Wash LLC, co-owner of rental property in Redondo Beach, and founder/president of Cardio Enterprises, Inc. He spends a few hours per week on Westchester Hand Wash and minimal time on Cardio Enterprises, Inc.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Citicorp Investment Services
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
Dean Witter Reynolds 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.