Andrew Martin is a CFP-designated registered investment advisor at Citigroup Global Markets INC., based in Tampa, FL, with 13 years of industry experience. Andrew 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
Firm Size
IM Fee
Assets Under Management
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.
Location
Citi Private Bank, 3800 Citigroup Center Drive, Tampa, FL, 33610-9122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the owner of Martin Security Training, providing martial arts instruction, self-defense training, and firearms safety training. He spends a few hours per week on this activity outside of securities trading hours.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Citi Private Alternatives, LLCBroker
Fisher Investments
Independent Financial Partners
Ifp Securities, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services, INC.Broker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 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.
Exams
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