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Carmen Hill

13 Years of Experience
Long Island City, NY
Broker

Carmen Hill is a registered investment advisor at Citigroup Global Markets INC., based in Long Island City, NY, with 13 years of industry experience. Carmen 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 Private Bank, Two Court Square, 12th Fl, Long Island City, NY, 11101

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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.
June 2017 - Present · 8 yrs 11 mos
Citigroup Global Markets INC.Broker
June 2017 - Present · 8 yrs 11 mos
Citigroup Global Markets INC.
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Tlg Advisors, INC.
May 2016 - May 2017 · 1 yr
The Leaders Group, INC.Broker
May 2016 - May 2017 · 1 yr
Bbva Wealth Solutions INC.
October 2013 - July 2014 · 9 mos
Bbva Securities INC.Broker
May 2013 - July 2014 · 1 yr 2 mos
Bbva Compass Investment Solutions, INCBroker
February 2013 - May 2013 · 3 mos
Edward Jones
September 2010 - December 2012 · 2 yrs 3 mos
Edward JonesBroker
September 2010 - January 2013 · 2 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.