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Amir Boghdady

Citigroup Global Markets INC.
25 Years of Experience
Irvine, CA
1 DisclosureBroker
View SEC Summary
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Amir Boghdady is a registered investment advisor at Citigroup Global Markets INC., based in Irvine, CA, with 25 years of industry experience. Amir 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.

Citigroup Global Markets INC.
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
View Full SEC Brochure

Location

Citi Retail Banking, 3996 Barranca Parkway, Suite 130, Irvine, CA, 92606

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2025
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other 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.
January 2015 - Present · 11 yrs 9 mos
Citigroup Global Markets INC.Broker
January 2015 - Present · 11 yrs 9 mos
Citigroup Global Markets INC.
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Citigroup Global Markets INC.Broker
November 2010 - December 2014 · 4 yrs 1 mo
Citigroup Global Markets INC.
November 2010 - December 2014 · 4 yrs 1 mo
Citigroup Global Markets INC.
May 2008 - March 2010 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
May 2007 - March 2010 · 2 yrs 10 mos
Citicorp Investment ServicesBroker
January 2004 - May 2007 · 3 yrs 4 mos
Metlife Securities INC.Broker
July 2002 - January 2003 · 6 mos
Metropolitan Life Insurance CompanyBroker
July 2002 - January 2003 · 6 mos
Finance 500, INC.Broker
March 2001 - August 2001 · 5 mos
Intrepid Securities, INC.Broker
February 2001 - December 2002 · 1 yr 10 mos
Providential Securities, INC.Broker
January 2000 - November 2000 · 10 mos
Pruco Securities CorporationBroker
October 1999 - January 2000 · 3 mos
National Securities CorporationBroker
June 1998 - September 1998 · 3 mos
Robert Thomas Securities, INCBroker
May 1998 - May 1998 · 0 mos
State Registrations27 states
AZCACTDCFLGAILKYMAMEMIMNMOMTNCNENJNMNVNYPATNTXUTVAWAWY
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.
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