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CFP
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CFP

Michael Savage

Citigroup Global Markets INC.
16 Years of Experience
Greenwich, CT
Broker
View SEC Summary
View SEC Summary

Michael Savage is a CFP-designated registered investment advisor at Citigroup Global Markets INC., based in Greenwich, CT, with 16 years of industry experience. Michael 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
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Location

Citi Private Bank, 3 Greenwich Office Park, 3rd Floor, Greenwich, CT, 06831

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Citigroup Global Markets INC.
July 2023 - Present · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Citi Private Alternatives, LLCBroker
July 2025 - August 2026 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - June 2023 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - June 2023 · 7 yrs 3 mos
Ernst & Young Investment Advisers LLP
November 2002 - August 2008 · 5 yrs 9 mos
State Registrations18 states
ALCACOCTDCDEFLGAMAMDNCNJNVNYPASCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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