Cazimar Nieves
Cazimar Nieves is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 12 years of industry experience. Cazimar 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Citi Wealth Management, Sales, 153 E. 53rd St, New York, NY, 10022
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Regulatory History (1)
Employment Separation After Allegations
June 2021Other Business Activities
Cazimar is the owner/member of CJ Luxury Developers LLC, managing the purchase, renovation, and sale of real estate since May 2024. He also owns CENO Real Estate LLC, buying and renting single-family homes since February 2025, dedicating minimal time to each venture.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations48 states
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.