Citigroup Global Markets Inc
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
Years of Experience
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Citigroup Global Markets Inc Brokerage Details
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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
Michael Lew Work History
Michael has 11 years of experience.
Cuso Financial Services, L.P
San Mateo Credit Union
Jp Morgan Chase Bank, N.A
Jp Morgan Securities, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
J.P. Morgan Securities LLC
Chase Investment Services Corp
Jpmorgan Chase Bank
Michael Lew has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Citigroup Global Markets Inc
New York, NY
New York, NY
San Antonio, TX
San Antonio, TX
San Francisco, CA
New York, NY
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