Teresa
Forde

Citigroup Global Markets Inc

CRD#4215159
Investment Advisor
in Tampa, FL

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About this Advisor

Teresa Forde is a financial advisor based in Tampa, Florida with 12 years of relevant experience. Forde is an advisor for Citigroup Global Markets Inc. They have worked at Citigroup Global Markets Inc for the entirety of their career. Forde maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey and New York. Citigroup Global Markets Inc is a registered investment business that has its headquarters in New York, NY. The investment advisory business has offices in 733 locations and a total of 7,927 financial advisors. It controls $35 billion in assets under management among its 53,776 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 140 charitable organizations. Of its 53,776 customer accounts, 32% belong to high-net-worth investors who have at least $1 million in assets. Citigroup Global Markets Inc performs a wide array 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 management fees are based on which services are provided. However, fee types charged by Citigroup Global Markets Inc can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

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

Office Location

Citi Private Bank 3800 Citigroup Center Drive, Bldg. A, Fl 1
Tampa, FL 33610

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

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

7,927

FL Average: 88
Total Number of Accounts

53,776

FL Average: 3,892
Average Account Size

$648,319

FL 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

Teresa Forde Work History

Teresa has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Citigroup

*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 Teresa Forde 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

Rong Ling Lin
Fort Lee, NJ
Michael Calabrese
Chicago, IL
Kathryn Turner
Stamford, CT
Jeffrey Manning
Boston, MA
Charles Reinhard
New York, NY
Marcel Pereira
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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