James Manzolillo
James Manzolillo is a registered investment advisor at Citigroup Global Markets INC., based in Albertson, NY, with 24 years of industry experience. James 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
CWM Retail, Sales, 1000 Willis Avenue, Albertson, NY, 11507
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2011Customer Dispute
November 2008Customer Dispute
December 2004Other Business Activities
James is a member of Driftwood Unit 10, LLC, purchasing property for rental income and personal vacation use. He spends minimal time on this activity.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Citicorp Investment Services
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
Pruco Securities, LLC.Broker
State Registrations28 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.