Justin Pagan is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 23 years of industry experience. Justin 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 Retail Banking, 330 Madison Avenue, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin is a marketing manager for Jade Management Services LLC, a medical management company, and spends minimal time on this role. He also owns Pagan Properties LLC for real estate rentals and investments, and a rental property in Wilton Manor, FL, dedicating minimal time to each.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Signature Securities Group CORP.
Signature SecuritiesBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
State Registrations32 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.