Michael
Lew

Citigroup Global Markets Inc

CRD#5792178
Investment Advisor
in San Francisco, CA

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About this Advisor

Michael Lew is a financial advisor operating in San Francisco, California, who has 11 years in the industry. Lew is currently employed by Citigroup Global Markets Inc. During their career, Lew has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, J.P. Morgan Securities LLC, Chase Investment Services Corp, Jpmorgan Chase Bank, Jp Morgan Chase Bank, N.A, Jp Morgan Securities, LLC, Cuso Financial Services, L.P, San Mateo Credit Union and Citigroup. Lew maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California and Oregon. Citigroup Global Markets Inc is an advisory company that has its headquarters in San Francisco, California. It has offices in 690 locations and a total of 9,102 advisors. It administers $44 billion in assets among its 54,186 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 133 charitable organizations. Of its 54,186 customer accounts, 32% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a diverse assortment of services, including 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. Financial advisory fee schedules usually are based on the type of financial services offered. However, fees billed by Citigroup Global Markets Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

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

Disclosures

No

Office Location

Citi Retail Banking 1900 Noriega Street
San Francisco, CA 94122

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$43,883,104,905

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

9,102

CA Average: 88
Total Number of Accounts

54,186

CA Average: 3,892
Average Account Size

$809,861

CA Average: $1,917,921

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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

Michael Lew Work History

Michael has 11 years of experience.

2020 - Present (2 years)

Cuso Financial Services, L.P

2020 - Present (2 years)

San Mateo Credit Union

2020 - Present (2 years)

Citigroup

2018 - 2018 (< 1 year)

Jp Morgan Chase Bank, N.A

2018 - 2018 (< 1 year)

Jp Morgan Securities, LLC

2014 - 2018 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2018 (4 years)

Bank Of America, N.A

2012 - 2014 (2 years)

J.P. Morgan Securities LLC

2011 - 2012 (1 year)

Chase Investment Services Corp

2011 - 2014 (3 years)

Jpmorgan Chase Bank

Disclosures

Michael Lew has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Citigroup Global Markets Inc

Jose Baez
New York, NY
Winnie Wu
Tampa, FL
Juan Arce
New York, NY
Cassandra Truesdale Gutierr
San Antonio, TX
Kenneth Banks
San Antonio, TX
Gloria Chavez
San Francisco, CA
Nicholas Caron
New York, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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