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Ali Salazar

14 Years of Experience
Henderson, NV
Broker

Ali Salazar is a registered investment advisor at Citigroup Global Markets INC., based in Henderson, NV, with 14 years of industry experience. Ali 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, 10211 South Eastern Avenue, Henderson, NV, 89052

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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.
August 2020 - Present · 5 yrs 11 mos
Citigroup Global Markets INC.Broker
August 2020 - Present · 5 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2017 - August 2020 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLC
October 2017 - August 2020 · 2 yrs 10 mos
Lincoln Financial Advisors Corporation
August 2015 - July 2016 · 11 mos
Lincoln Financial Advisors CorporationBroker
August 2015 - July 2016 · 11 mos
Seia
June 2015 - July 2015 · 1 mo
Signator Investors, INC.Broker
May 2015 - July 2015 · 2 mos
J.P. Morgan Securities LLC
October 2012 - November 2013 · 1 yr 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - November 2013 · 1 yr 1 mo
Chase Investment Services CORP.
September 2012 - October 2012 · 1 mo
Chase Investment Services CORP.Broker
September 2012 - October 2012 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - March 2012 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - March 2012 · 3 yrs 6 mos
Metlife Securities INC.Broker
May 2008 - July 2008 · 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Ali Salazar - Financial Advisor | TrueAdvisor