Rayan Sawh
Rayan Sawh is a registered investment advisor at Citigroup Global Markets INC., based in West Palm Beach, FL, with 4 years of industry experience. Rayan 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 Private Bank, 777 S. Flagler Drive, Suite 1600 West, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (1)
Financial
February 2018Other Business Activities
Rayan is a member of Island Spice West Indian Market, LLC, a family-owned specialty food store. He assists with managing inventory and bookkeeping, dedicating minimal time to this activity.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Citi Private Alternatives, LLCBroker
State Registrations3 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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