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Alberto Magliozzi

Citigroup Global Markets INC.
21 Years of Experience
Tampa, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Alberto Magliozzi is a registered investment advisor at Citigroup Global Markets INC., based in Tampa, FL, with 21 years of industry experience. Alberto 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

Citi Private Bank, 3800 Citigroup Center Drive, Tampa, FL, 33610-9122

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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
December 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Alberto is involved in real estate activities through MRG Realty Partners, where he facilitates transactions and connects buyers and sellers, dedicating a few hours per week. He also conducts real estate activity through Magliozzi CRE LLC, but devotes no time to it.

Employment History
Current Registrations
Citigroup Global Markets INC.
November 2021 - Present · 4 yrs 11 mos
Citigroup Global Markets INC.
October 2021 - Present · 5 yrs
Citigroup Global Markets INC.Broker
October 2021 - Present · 5 yrs
Previous Registrations
Citi Private Alternatives, LLCBroker
October 2021 - August 2026 · 4 yrs 10 mos
Raymond James Financial Services Advisors, INC
June 2018 - October 2021 · 3 yrs 4 mos
Raymond James & Associates, INC.
May 2018 - December 2019 · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
May 2018 - October 2021 · 3 yrs 5 mos
Raymond James & Associates, INC.Broker
May 2018 - December 2019 · 1 yr 7 mos
E*trade Securities LLCBroker
February 2017 - April 2018 · 1 yr 2 mos
E*trade Capital Management, LLC
February 2017 - April 2018 · 1 yr 2 mos
Charles Schwab & CO., INC.
August 2011 - February 2017 · 5 yrs 6 mos
Charles Schwab & CO., INC.Broker
August 2011 - February 2017 · 5 yrs 6 mos
Chase Investment Services CORP.
May 2006 - June 2011 · 5 yrs 1 mo
Chase Investment Services CORP.Broker
May 2006 - June 2011 · 5 yrs 1 mo
Gunnallen Financial, INCBroker
July 2004 - May 2006 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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