AG
AG

Anthony Giannopapas

29 Years of Experience
New York, NY
1 DisclosureBroker

Anthony Giannopapas is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 29 years of industry experience. Anthony 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 Wealth Management, Sales, 153 E. 53rd AKA 601 Lexington Avenue, 25th Fl, New York, NY, 10022

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History

Regulatory History (1)
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Customer Dispute
September 2003
Settled
Other Business Activities

Anthony is a member/owner of a rental property in New York, NY since 2001. He devotes no time to this activity.

Employment History
Current Registrations
Citigroup Global Markets INC.
September 2010 - Present · 16 yrs
Citigroup Global Markets INC.
November 2009 - Present · 16 yrs 10 mos
Citigroup Global Markets INC.Broker
November 2009 - Present · 16 yrs 10 mos
Previous Registrations
Chase Investment Services CORP.
April 2002 - November 2009 · 7 yrs 7 mos
Chase Investment Services CORP.Broker
January 1997 - November 2009 · 12 yrs 10 mos
State Registrations18 states
AZCACODCDEFLGAILINMAMDNJNYOHPAPRTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.