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CFP
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CFP

Michael Giorgetti

Citigroup Global Markets INC.
17 Years of Experience
Tampa, FL
Broker
View SEC Summary
View SEC Summary

Michael Giorgetti is a CFP-designated registered investment advisor at Citigroup Global Markets INC., based in Tampa, FL, with 17 years of industry experience. Michael 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
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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Employment History
Current Registrations
Citigroup Global Markets INC.
July 2022 - Present · 4 yrs 3 mos
Citigroup Global Markets INC.
July 2022 - Present · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Citi Private Alternatives, LLCBroker
July 2022 - August 2026 · 4 yrs 1 mo
Morgan Stanley
August 2018 - August 2022 · 4 yrs
Morgan StanleyBroker
August 2018 - August 2022 · 4 yrs
Raymond James & Associates, INC.Broker
March 2017 - July 2018 · 1 yr 4 mos
Signator Investors, INC.Broker
October 2016 - March 2017 · 5 mos
Metlife Investors Distribution CompanyBroker
June 2016 - September 2016 · 3 mos
Metlife Securities, INCBroker
March 2015 - June 2016 · 1 yr 3 mos
Metlife Investors Distribution CompanyBroker
October 2007 - July 2013 · 5 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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