Anita
Ravani

Citigroup Global Markets Inc

CRD#6147778
Investment Advisor
in Hermosa Beach, CA

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About this Advisor

Anita Ravani is a financial advisor based in Hermosa Beach, California, working with Citigroup Global Markets Inc. Anita has previously held positions at Morgan Stanley, Stifel Nicolaus & Co Inc, Apr LLC, Da Davidson Companies, Raymond James & Associates, Inc, California State University Los Angeles (Csula), and Citigroup Global Markets Inc. Anita has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Anita is part of Citigroup Global Markets Inc, which operates out of Hermosa Beach, California. The firm has 742 offices and 7,830 employees. The firm manages assets totaling $40.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, and other services. The fee structure at Citigroup Global Markets Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Citi Wealth Management, Service/Operations 81 Pier Ave
Hermosa Beach, CA 90254

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$40,516,482,275

CA Average: $7,464,549,021
Total Number of Employees

7,830

CA Average: 88
Total Number of Accounts

53,880

CA Average: 3,892
Average Account Size

$751,976

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other

Anita Ravani Work History

2023 - Present (1 year)

Citigroup Global Markets Inc

2022 - Present (2 years)

California State University Los Angeles (Csula)

2023 - 2023 (< 1 year)

Raymond James & Associates, Inc

2022 - 2023 (1 year)

Da Davidson Companies

2019 - 2022 (3 years)

Stifel Nicolaus & Co Inc

2019 - 2019 (< 1 year)

Apr LLC

2012 - 2019 (7 years)

Morgan Stanley

Disclosures

Please visit the SEC profile of Anita Ravani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citigroup Global Markets Inc

Daniel Gardner
New York, NY
Lavendel Williams
Jacksonville, FL
Dongyue Lyu
Alhambra, CA
Samphors Chea
San Antonio, TX
Olga Stroganova
Brooklyn, NY
Sefora Angeles
Beverly Hills, CA
Yun Bai
Fountain Valley, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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