Leonardo Stivelman
Leonardo Stivelman is a registered investment advisor at Citigroup Global Markets INC., based in Miami, FL, with 13 years of industry experience. Leonardo 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 Private Bank, 201 S. BISCAYNE BLVD., 33rd FLOOR, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Criminal
June 2008Other Business Activities
Leonardo is a member of Sole 1108 LLC, which owns a condo hotel property in Sunny Isles Beach, FL. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citi Private Alternatives, LLC
Citigroup Global Markets INC.Broker
Citi Private Alternatives, LLCBroker
Previous Registrations
Deutsche Bank Securities INC.Broker
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.