Peter Ho
Peter Ho is a registered investment advisor at Citigroup Global Markets INC., based in Long Island City, NY, with 12 years of industry experience. Peter 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, Sales, 38-18 Queens Boulevard, B, Long Island City, NY, 11101
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Regulatory History (1)
Customer Dispute
September 2022Other Business Activities
Peter owns rental property in West Newton, MA since December 2015, acting as a landlord. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations12 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
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