Svitlana Girone
Svitlana Girone is a CFP-designated registered investment advisor at Citigroup Global Markets INC., based in Staten Island, NY, with 19 years of industry experience. Svitlana 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
Staten Island, NY
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Regulatory History (2)
Customer Dispute
November 2012Customer Dispute
August 2012Other Business Activities
Svitlana works as a bank officer for HSBC Bank (USA) N.A. and is a registered representative with HSBC Securities (USA) Inc. She also owns rental properties through 677 88th str LLC and Marsveta Properties LLC, and is a referral agent for Douglas Elliman, dedicating minimal time to these activities.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
State Registrations29 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.