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Felix Loredo

Citigroup Global Markets INC.
23 Years of Experience
Washington, DC
1 DisclosureBroker
View SEC Summary
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Felix Loredo is a registered investment advisor at Citigroup Global Markets INC., based in Washington, DC, with 23 years of industry experience. Felix 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.

Citigroup Global Markets INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2402 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
View Full SEC Brochure

Location

CWM Retail, Sales, 1258 Wisconsin Avenue, NW, Washington, DC, 20007

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History

Regulatory History (1)
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
January 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Felix owns multiple rental properties in Waldorf, MD, LaPlata, MD, and Rehobeth Beach, DE. He dedicates minimal time to these properties, primarily for collecting rent and handling minor repairs.

Employment History
Current Registrations
Citigroup Global Markets INC.
January 2016 - Present · 10 yrs 9 mos
Citigroup Global Markets INC.Broker
January 2016 - Present · 10 yrs 9 mos
Citigroup Global Markets INC.
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Suntrust Investment Services, INC.Broker
October 2009 - December 2015 · 6 yrs 2 mos
Suntrust Investment Services, INC.
October 2009 - December 2015 · 6 yrs 2 mos
PNC Investments
November 2008 - October 2009 · 11 mos
PNC InvestmentsBroker
November 2008 - October 2009 · 11 mos
Suntrust Investment Services, INC.Broker
May 2007 - November 2008 · 1 yr 6 mos
Suntrust Investment Services, INC.
May 2007 - November 2008 · 1 yr 6 mos
Suntrust Investment Services, INC.
March 2004 - February 2007 · 2 yrs 11 mos
Suntrust Investment Services, INC.Broker
March 2004 - February 2007 · 2 yrs 11 mos
UBS Painewebber INC.
March 2002 - January 2003 · 10 mos
UBS Painewebber INC.Broker
January 2002 - January 2003 · 1 yr
State Registrations44 states
ALAZCACOCTDCDEFLGAIAILINKSLAMAMDMEMIMNMOMSNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY
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Exams
No exam information available for this advisor.
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