Sonia Romero is a registered investment advisor at Citigroup Global Markets INC., based in Miami, FL, with 24 years of industry experience. Sonia 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
Citi Private Bank, 201 S. Biscayne Blvd, FL 31 Ste 3100 & FL 33 Ste 3, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Sonia is a passive investor in Tadeo Y Medinacelli, a child education center in Spain, and spends minimal time on it. She is also the treasurer of Coomodres East Club Association and a director/owner of Sealover21 LLC, a real estate company, dedicating minimal time to each.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citi Private Alternatives, LLCBroker
Citi Private Alternatives, LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
Deutsche Bank Securities INC.Broker
State Registrations25 states
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