Teresa
Forde

Citigroup Global Markets Inc

CRD#4215159
Investment Advisor
in Washington, DC
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About this Advisor

Teresa Forde is a financial advisor who works in Washington, D.C., who has been in the industry for 12 years. Forde is an advisor for Citigroup Global Markets Inc. Throughout their career, Forde has worked at Brown Brothers Harriman & Co, Rbc Capital Markets and Citigroup. Forde holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Citigroup Global Markets Inc is a registered investment company that has its headquarters in Washington, D.C. The investment advisory business has offices in 631 locations and a total of 8,126 employees. It has $31 billion in total assets among its 43,518 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 136 charities and foundations. Of its 43,518 accounts, just 9% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm has a number 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. A financial advisor's fees largely are based on the financial services provided. Fee types charged by Citigroup Global Markets Inc likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 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 Private Bank 1101 Pennsylvania Ave., Nw, 9Th Floor, Suite H
Washington, DC 20004

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$25,273,699,145

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

7,855

DC Average: 88
Total Number of Accounts

47,742

DC Average: 3,892
Average Account Size

$529,381

DC 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

Teresa Forde Work History

Teresa has 12 years of experience.

2011 - Present (8 years)

Citigroup

2010 - 2011 (1 years)

Rbc Capital Markets

2006 - 2010 (4 years)

Brown Brothers Harriman & Co

Disclosures

Teresa Forde has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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