Rachel Stancati
Rachel Stancati is a registered investment advisor at Citigroup Global Markets INC., based in Lake Grove, NY, with 8 years of industry experience. Rachel 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 Retail Banking, 131 Alexander Avenue, Lake Grove, NY, 11755
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations4 states
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