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Rabih Msallem

26 Years of Experience
Pasadena, CA
2 DisclosuresBroker

Rabih Msallem is a registered investment advisor at Citigroup Global Markets INC., based in Pasadena, CA, with 26 years of industry experience. Rabih 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

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.

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Location

Citi Wealth Management, Sales, 285 South Lake Avenue, Pasadena, CA, 91101

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History

Regulatory History (2)
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
December 2022
Settled
Customer Dispute
August 2016
Denied
Employment History
Current Registrations
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs
Citigroup Global Markets INC.Broker
May 2007 - Present · 19 yrs
Previous Registrations
Citicorp Investment Services
July 2004 - May 2007 · 2 yrs 10 mos
Citicorp Investment ServicesBroker
February 2003 - May 2007 · 4 yrs 3 mos
Cal Fed InvestmentsBroker
October 2002 - February 2003 · 4 mos
Gateway Investment Services, INC.Broker
August 2002 - October 2002 · 2 mos
Essex National Securities, INC.Broker
August 2001 - August 2002 · 1 yr
Stifel, Nicolaus & Company, IncorporatedBroker
January 2001 - April 2001 · 3 mos
Dean Witter Reynolds INC.Broker
June 1999 - January 2001 · 1 yr 7 mos
State Registrations18 states
AZCACODCFLIDLAMDMIMONJNVOKORSCUTVAWA
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.