Vicheth Chhay
Vicheth Chhay is a registered investment advisor at Citigroup Global Markets INC., based in Jacksonville, FL, with 12 years of industry experience. Vicheth 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 Wealth Management, NIC, 14000 Citi Cards Way, Building C2, Jacksonville, FL, 32258
Get directionsHistory
Regulatory History (1)
Financial
March 2020Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
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
More Advisors
- Maximiliano ConcepcionCitigroup Global Markets INC.
- Michael PerkinsCitigroup Global Markets INC.
- Dustin SmithCitigroup Global Markets INC.
- Michael ChalmersCitigroup Global Markets INC.
- Christopher RussoCitigroup Global Markets INC.
- Luis ChevezCitigroup Global Markets INC.