Teresa Forde is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 21 years of industry experience. Teresa 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
388 Greenwich Street, Tower Building, New York, NY, 10013
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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.
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Teresa is a sales representative for Plexus Worldwide, selling nutritional products through online marketing and social media, dedicating about 10-20% of her time. She is also the founder and CEO of ZEJ Digital Solutions LLC, a website design company, dedicating a few hours per week.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Citi Private Advisory, LLCBroker
Citi Private Advisory, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Brown Brothers Harriman & CO.Broker
Neuberger Berman, LLC
Neuberger Berman, LLCBroker
Citigroup Global Markets INC.Broker
Brown Brothers Harriman & CO.Broker
State Registrations3 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.