Fabian Chichester
Fabian Chichester is a registered investment advisor at Citigroup Global Markets INC., based in Newbury Park, CA, with 29 years of industry experience. Fabian 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
Citi Wealth Management, Sales, 2170 Newbury Road, Newbury Park, CA, 91320
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2019Customer Dispute
March 2017Customer Dispute
November 2000Other Business Activities
Fabian is the 100% owner of Tiny But Mighty Kennels, a French Bulldog breeding business, since 2021. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Brokerage America, L.L.C.Broker
Crown Capital Securities, L.P.Broker
Citigroup Global Markets INC.Broker
Linsco/private Ledger CORP.Broker
First Allied Securities, INC.Broker
National Planning CorporationBroker
Wm Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
Griffin Financial ServicesBroker
Fimco Securities Group, INC.Broker
Great Western Financial Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations16 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.