Anita Ravani
Anita Ravani is a registered investment advisor at Citigroup Global Markets INC., based in Hermosa Beach, CA, with 12 years of industry experience. Anita 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, Service/Operations, 81 Pier Ave, Hermosa Beach, CA, 90254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anita is a California Notary since 2020, spending minimal time on it. She is also an adjunct professor at California State University Los Angeles (CSULA) since 2022, teaching students for about 10-20% of her time, and an LLC member of APR Investment & Management, LLC since 2009, spending minimal time on real estate holdings and consulting.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations22 states
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