Amir Boghdady
Amir Boghdady is a registered investment advisor at Citigroup Global Markets INC., based in Irvine, CA, with 24 years of industry experience. Amir 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 Retail Banking, 3996 Barranca Parkway, Suite 130, Irvine, CA, 92606
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Regulatory History (1)
Customer Dispute
April 2025Other Business Activities
Amir co-owns two rental properties held in a family trust since 2022. His wife handles all duties and property management, requiring minimal time commitment from Amir.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Finance 500, INC.Broker
Intrepid Securities, INC.Broker
Providential Securities, INC.Broker
Pruco Securities CorporationBroker
National Securities CorporationBroker
Robert Thomas Securities, INCBroker
State Registrations27 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.