Timothy
Migliaccio

Citigroup Global Markets Inc

CRD#5907988
Investment Advisor
in Los Angeles, CA

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About this Advisor

Timothy Migliaccio is a financial advisor working in Los Angeles, California, who has 4 years of relevant experience. Migliaccio is an advisor for Citigroup Global Markets Inc. Their career trajectory has included roles at Union Bank, Unionbanc Investment Services, First Republic Bank, First Republic Securities Company, LLC and Citigroup. Migliaccio holds Series 63 and Series 66 licenses, designating them as a securities agent, and can serve investors in California. Citigroup Global Markets Inc is a registered investment firm operating out of New York, NY. The investment advisory business has offices in 733 locations and a total of 7,927 financial advisors. It manages $35 billion in assets among its 53,776 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 140 charitable organizations. Of its 53,776 client accounts, 32% are held by high-net-worth investors who have more than $1 million in assets available to invest. Citigroup Global Markets Inc has a wide 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 fees typically depend on which service is offered. However, fees billed by Citigroup Global Markets Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

Office Location

Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130
Los Angeles, CA 90071

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

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

7,927

CA Average: 88
Total Number of Accounts

53,776

CA Average: 3,892
Average Account Size

$648,319

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

Timothy Migliaccio Work History

Timothy has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Citigroup

2018 - 2019 (1 year)

First Republic Bank

2018 - 2019 (1 year)

First Republic Securities Company, LLC

2011 - 2018 (7 years)

Unionbanc Investment Services

2005 - 2018 (13 years)

Union Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Migliaccio 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

Kathryn Turner
Stamford, CT
Douglas Drehwing
Bay Shore, NY
Carlos Morlote
Miami, FL
Jeffrey Manning
Boston, MA
Charles Reinhard
New York, NY
Charles Cavanaugh
New York, NY
Fernando Rodriguez
Boca Raton, FL
Larry Ngai
Alameda, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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