Daniel Masi
Daniel Masi is a registered investment advisor at Citigroup Global Markets INC., based in Naperville, IL, with 19 years of industry experience. Daniel 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
Citi Retail Banking, 2775 Forgue Drive, Naperville, IL, 60564
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Regulatory History (1)
Customer Dispute
March 2016Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Cco Investment Services CORP.Broker
Cco Investment Services CORP.
PNC Investments
PNC InvestmentsBroker
Fifth Third Securities, INC.Broker
First Investors CorporationBroker
State Registrations41 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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