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 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2402 advisors
IM Fee
Planning only
Assets Under Management
$56.0B

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.

One-Time Plan:$0
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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 1 mo
Citigroup Global Markets INC.
November 2009 - Present · 16 yrs 11 mos
Citigroup Global Markets INC.Broker
November 2009 - Present · 16 yrs 11 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

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Exams
No exam information available for this advisor.
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