NC
NC

Nino Colletti

29 Years of Experience
Commack, NY
Broker

Nino Colletti is a registered investment advisor at Citigroup Global Markets INC., based in Commack, NY, with 29 years of industry experience. Nino 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

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.

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Location

Citi Retail Banking, 6105 Jericho Turnpike, Commack, NY, 11725

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Citigroup Global Markets INC.
June 2022 - Present · 3 yrs 11 mos
Citigroup Global Markets INC.Broker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Thrivent Investment Management INC.
March 2022 - June 2022 · 3 mos
Thrivent Investment Management INC.Broker
February 2022 - June 2022 · 4 mos
Charles Schwab & CO., INC.
April 2021 - November 2021 · 7 mos
Charles Schwab & CO., INC.
January 2019 - December 2019 · 11 mos
Charles Schwab & CO., INC.Broker
February 2000 - November 2021 · 21 yrs 9 mos
The Dreyfus Service CorporationBroker
October 1999 - January 2000 · 3 mos
Citicorp Investment ServicesBroker
April 1997 - October 1999 · 2 yrs 6 mos
Essex National Securities, INC.Broker
September 1996 - March 1997 · 6 mos
Dean Witter Reynolds INC.Broker
August 1996 - August 1996 · 0 mos
Essex National Securities, INC.Broker
February 1996 - August 1996 · 6 mos
Pruco Securities CorporationBroker
October 1995 - October 1995 · 0 mos
State Registrations1 state
NY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.