CM
CM

Christopher Muthuveren

19 Years of Experience
New York, NY
Broker

Christopher Muthuveren is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 19 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

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.

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Location

Citi Wealth Management, Sales, 153 E. 53rd AKA 601 Lexington Avenue, 25th Fl, New York, NY, 10022

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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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Other Business Activities

Christopher owns residential rental property in Richmond Hill, New York, with his spouse since 2010, dedicating minimal time to it. He is also fixed insurance licensed but not currently selling any products.

Employment History
Current Registrations
Citigroup Global Markets INC.
September 2022 - Present · 3 yrs 8 mos
Citigroup Global Markets INC.
September 2022 - Present · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Bolton Global Asset Management
June 2019 - August 2022 · 3 yrs 2 mos
Bolton Global CapitalBroker
May 2019 - August 2022 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLC
August 2009 - May 2019 · 9 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2009 - May 2019 · 9 yrs 9 mos
Citigroup Global Markets INC.Broker
July 2007 - August 2009 · 2 yrs 1 mo
Commerce One Financial INC.Broker
March 2007 - April 2007 · 1 mo
Chase Investment Services CORP.Broker
September 2006 - January 2007 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Christopher Muthuveren - Financial Advisor | TrueAdvisor