Christopher Aliseo
Christopher Aliseo is a registered investment advisor at Citigroup Global Markets INC., based in Uniondale, NY, with 15 years of industry experience. Christopher 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
Firm Size
IM Fee
Assets Under Management
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.
Location
Citi Wealth Management, Sales, 1 Reckson Plaza, G,, Uniondale, NY, 11556
Get directionsHistory
Regulatory History (1)
Criminal
July 2009Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
First Republic Securities Company, LLCBroker
Hsbc Securities (USA) INC.Broker
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Continental Broker-Dealer CORP.Broker
State Registrations1 state
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
More Advisors
- Satrohan HeeralallCitigroup Global Markets INC.
- Matthew Cuiffo, CFPEdelman Financial Engines
- Peter Mcevoy, CFPEagle Strategies LLC
- Nia Griffin, ChFCEagle Strategies LLC
- Alaine Macdougall, CFPEdelman Financial Engines
- Candice Lira, CFPOsaic Wealth, INC.