Emilio Wu
Emilio Wu is a registered investment advisor at Citigroup Global Markets INC., based in Aventura, FL, with 29 years of industry experience. Emilio 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 Retail Banking, 2750 Aventura Blvd., Aventura, FL, 33180
Get directionsHistory
Regulatory History (7)
Customer Dispute
December 2016Customer Dispute
November 2012Customer Dispute
December 2009Customer Dispute
October 2009Customer Dispute
June 2009Customer Dispute
January 2009Customer Dispute
October 2008Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Citicorp Investment Services
Citicorp Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 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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