EO
EO

Eugene Owusu-Awuah

6 Years of Experience
Tampa, FL
Broker

Eugene Owusu-Awuah is a registered investment advisor at Citigroup Global Markets INC., based in Tampa, FL, with 6 years of industry experience. Eugene 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

3800 Citigroup Center Drive, Tampa, FL, 33610

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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

Eugene is a music artist creating content for digital streaming platforms, dedicating minimal time. He is also a partner in Southwestern Conglomerate, LLC, managing rental property, also dedicating minimal time.

Employment History
Current Registrations
Citigroup Global Markets INC.
May 2023 - Present · 3 yrs
Citigroup Global Markets INC.
April 2023 - Present · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Ameritas Advisory Services
February 2018 - September 2021 · 3 yrs 7 mos
Ameritas Investment Company, LLCBroker
February 2018 - September 2021 · 3 yrs 7 mos
State Registrations2 states
CAGA
AdvisorBroker

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.
Eugene Owusu-Awuah - Financial Advisor | TrueAdvisor