Carlos
Morlote
Citigroup Global Markets Inc
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About this Advisor
Carlos Morlote is a financial advisor based out of Miami, Florida with a total of 2 years of relevant experience. Morlote is an advisor for Citigroup Global Markets Inc. Morlote has gained experience at Principal Life Ins Co, Princor Financial Services Corp, Bbtis, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Citigroup and Wells Fargo Clearing Services, LLC. Morlote maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Citigroup Global Markets Inc is a registered investment business based out of New York, NY. The company has offices in 733 locations and a total of 7,927 employees. It controls $35 billion in assets among its 53,776 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 140 charities and foundations. Of its 53,776 accounts, 32% belong to high-net-worth individuals who have at least $1 million in investable assets. Citigroup Global Markets Inc performs a number of services, such as 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. Fees charged by financial advisors usually depend on the services offered. However, fees charged by Citigroup Global Markets Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citigroup Global Markets Inc Brokerage Details
$34,863,982,805
7,927
53,776
$648,319
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
Carlos Morlote Work History
Carlos has been registered as a financial advisor for 2 years.*
Citigroup
Wells Fargo Clearing Services, LLC
Regions Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Citigroup
Bbtis
Principal Life Ins Co
Princor Financial Services Corp
*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 Carlos Morlote 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
Stamford, CT
Chicago, IL
Miami, FL
Boston, MA
New York, NY
New York, NY
Boca Raton, FL
Alameda, CA
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