Michael
Salorio

Citigroup Global Markets Inc

CRD#6892716
Investment Advisor
in Encinitas, CA

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About this Advisor

Michael Salorio is a financial advisor based in Encinitas, California, working with Citigroup Global Markets Inc. Michael has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Harvey & Company LLC, Global Equity Finance, Arizona State University, The M Group & Associates, Z Golf & Beverage, Clarity Wealth Resources, Aspiration Bank, Shimano, Costa Mesa Nissan, Mission Viejo High School, College Works Painting, Zwicker & Associates Oc, Bank Of America, N.A, and Citigroup. Michael has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Michael is part of Citigroup Global Markets Inc, which operates out of Encinitas, 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 Retail Banking 109 North El Camino Real Ste 5
Encinitas, CA 92024

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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

Michael Salorio Work History

2021 - Present (3 years)

Citigroup

2021 - 2021 (< 1 year)

Bank Of America, N.A

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2020 (1 year)

Harvey & Company LLC

2019 - 2019 (< 1 year)

Global Equity Finance

2019 - 2019 (< 1 year)

The M Group & Associates

2018 - 2019 (1 year)

Z Golf & Beverage

2017 - 2018 (1 year)

Clarity Wealth Resources

2017 - 2018 (1 year)

Aspiration Bank

2017 - 2017 (< 1 year)

Shimano

2017 - 2017 (< 1 year)

Zwicker & Associates Oc

2016 - 2016 (< 1 year)

Costa Mesa Nissan

2016 - 2017 (1 year)

College Works Painting

2015 - 2019 (4 years)

Arizona State University

2011 - 2015 (4 years)

Mission Viejo High School

Disclosures

Please visit the SEC profile of Michael Salorio 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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