Rafael Mesquita
Rafael Mesquita is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 7 years of industry experience. Rafael 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/Ops, 153 E 53rd St, 25th Fl., New York, NY, 10022
Get directionsHistory
Regulatory History (2)
Financial
June 2017Financial
May 2016Other Business Activities
Rafael works as a waiter at OTG restaurant management, dedicating about a quarter of his time outside of securities trading hours. He also drives for Uber about 10-20% of his time and owns rental property, spending minimal time on maintenance and rent collection.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations25 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.