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Nagiba Romero

12 Years of Experience
Miami, FL
Broker

Nagiba Romero is a registered investment advisor at Citigroup Global Markets INC., based in Miami, FL, with 12 years of industry experience. Nagiba 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

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.

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Location

CPWM, 201 S. Biscayne Blvd, 5th Fl/Ste 530 & 6th Fl/Ste 600, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nagiba is a shareholder in Nagos Deli-Gourmet, C.A., a grocery shop in Venezuela, but has no duties and devotes no time to it. Nagiba also owns a rental property in Key Biscayne, FL, dedicating minimal time to it each month.

Employment History
Current Registrations
Citigroup Global Markets INC.
May 2021 - Present · 5 yrs
Citigroup Global Markets INC.
January 2021 - Present · 5 yrs 4 mos
Citigroup Global Markets INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Citi International Financial Services LLCBroker
October 2014 - July 2021 · 6 yrs 9 mos
Citi International Financial Services LLCBroker
August 2013 - August 2014 · 1 yr
State Registrations10 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.