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Fradjihaidavid Zeitoun

18 Years of Experience
New York, NY
1 DisclosureBroker

Fradjihaidavid Zeitoun is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 18 years of industry experience. Fradjihaidavid 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
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
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Location

CWM Retail, Sales, 734 3rd Avenue, New York, NY, 10017

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History

Regulatory History (1)
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Customer Dispute
August 2018
Denied
Employment History
Current Registrations
Citigroup Global Markets INC.
April 2022 - Present · 4 yrs 6 mos
Citigroup Global Markets INC.
April 2022 - Present · 4 yrs 6 mos
Citigroup Global Markets INC.Broker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Santander Securities
January 2014 - January 2022 · 8 yrs
Santander Securities LLCBroker
September 2012 - January 2022 · 9 yrs 4 mos
LPL Financial LLCBroker
May 2008 - September 2012 · 4 yrs 4 mos
Ifmg Securities, INC.Broker
March 2008 - May 2008 · 2 mos
State Registrations11 states
CACTDEFLGAMENJNYORPAVA
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.
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