RM
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Rabih Msallem

27 Years of Experience
Glendale, CA
2 DisclosuresBroker

Rabih Msallem is a registered investment advisor at Citigroup Global Markets INC., based in Glendale, CA, with 27 years of industry experience. Rabih 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2398 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
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Location

CWM Retail, Sales, 1201 North Central Avenue, Glendale, CA, 91202

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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 5 mos
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs 5 mos
Citigroup Global Markets INC.Broker
May 2007 - Present · 19 yrs 5 mos
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.
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