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Fradjihaidavid Zeitoun

17 Years of Experience
Hoboken, NJ
1 DisclosureBroker

Fradjihaidavid Zeitoun is a registered investment advisor at Citigroup Global Markets INC., based in Hoboken, NJ, with 17 years of industry experience. Fradjihaidavid 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

CWM Retail, Sales, 5 Marine View Plaza, Hoboken, NJ, 07030

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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 1 mo
Citigroup Global Markets INC.
April 2022 - Present · 4 yrs 1 mo
Citigroup Global Markets INC.Broker
April 2022 - Present · 4 yrs 1 mo
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.