George Johnson
George Johnson is a registered investment advisor at Citigroup Global Markets INC., based in Stamford, CT, with 25 years of industry experience. George 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 Wealth Management, Sales, 750 Washington Blvd, Fl 7, Stamford, CT, 06901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George works as a real estate broker for Houlihan Lawrence, dedicating a few hours per week, mostly on weekends. He also coaches youth lacrosse, spending minimal time outside of securities trading hours.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Pickwick Capital Partners, LLCBroker
Tradition Securities and Derivatives LLCBroker
Whitaker Securities LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Nyppex, LLCBroker
Generic Trading of Philadelphia, LLCBroker
Seaboard Securities, INC.Broker
Bear, Stearns & CO. INC.Broker
Investment Management & Research, INCBroker
Greenwich Capital Markets, INC.Broker
Chase Manhattan Capital Markets CorporationBroker
Cs First Boston CorporationBroker
Townsend & Associates, INC.Broker
State Registrations1 state
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.