RB
RB

Rashad Bekirov

5 Years of Experience
New York, NY
Broker

Rashad Bekirov is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 5 years of industry experience. Rashad 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

Citi Retail Banking, One Park Avenue, New York, NY, 10016

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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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Employment History
Current Registrations
Citigroup Global Markets INC.
May 2022 - Present · 4 yrs
Citigroup Global Markets INC.Broker
May 2022 - Present · 4 yrs
Previous Registrations
Prudential Financial Planning Services
June 2020 - April 2021 · 10 mos
Pruco Securities, LLC.Broker
June 2020 - April 2021 · 10 mos
Morgan Stanley
October 2018 - September 2019 · 11 mos
Morgan StanleyBroker
September 2018 - September 2019 · 1 yr
Morgan StanleyBroker
July 2017 - October 2017 · 3 mos
State Registrations2 states
NJNY
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.