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Hugo Real

9 Years of Experience
New York, NY
2 DisclosuresBroker

Hugo Real is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 9 years of industry experience. Hugo 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2402 advisors
IM Fee
Planning only
Assets Under Management
$56.0B

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.

One-Time Plan:$0
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Location

Citi Retail Banking, 2861 Broadway, New York, NY, 10025

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History

Regulatory History (2)
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Employment Separation After Allegations
May 2014
Criminal
October 1996
Final Disposition
Employment History
Current Registrations
Citigroup Global Markets INC.
August 2020 - Present · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
August 2017 - Present · 9 yrs 2 mos
Citigroup Global Markets INC.
August 2017 - Present · 9 yrs 2 mos
State Registrations26 states
CACOCTDCDEFLGAILKSMDMEMNMONCNJNMNVNYOHPAPRTNTXUTVAVT
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.
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