Alberto Torres
Alberto Torres is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 28 years of industry experience. Alberto 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
CWM Retail, Sales, 734 3rd Avenue, New York, NY, 10017
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Regulatory History (3)
Customer Dispute
September 2013Customer Dispute
June 2009Customer Dispute
October 2003Other Business Activities
Alberto owns HollaHood Entertainment Corp, a fashion, film, and music production company, and spends a few hours per week on it. He also owns a rental property in Davenport, FL, dedicating minimal time to it.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Citicorp Investment Services
Citicorp Investment ServicesBroker
State Registrations17 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.