Carlos Fuhrmeister
Carlos Fuhrmeister is a registered investment advisor at Citigroup Global Markets INC., based in Miami, FL, with 20 years of industry experience. Carlos 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
CPWM, 201 S. Biscayne Blvd, 5th Fl/Ste 530 & 6th Fl/Ste 600, Miami, FL, 33131
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Regulatory History (1)
Customer Dispute
June 2022Other Business Activities
Carlos rents out a house in Raymond, Maine, generating approximately $15,000 in annual income. 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
RBC Capital Markets, LLCBroker
Bnp Paribas Investment Services, LLCBroker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
State Registrations7 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.
Exams
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