Patricia Merlo is a registered investment advisor at Citigroup Global Markets INC., based in Fresno, CA, with 27 years of industry experience. Patricia 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 Wealth Management, Supervision, 6715 North Palm Avenue #208, Fresno, CA, 93704
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patricia is the owner and author of a personal blog called Beauty and the Brawn since 2016. She spends a few hours per week on this activity outside of security trading hours.
Employment History
Current Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Previous Registrations
Citicorp Investment Services
Citicorp Investment ServicesBroker
Salomon Smith Barney INC.Broker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
State Registrations53 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.