Eliran
Assaraf

Citigroup Global Markets Inc

CRD#6825825
Investment Advisor
in Washington, DC

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About this Advisor

Eliran Assaraf is a financial advisor based out of Washington, District Of Columbia. Assaraf is currently employed by Citigroup Global Markets Inc. Over the course of their career, Assaraf has held roles at Citibank, As It Should Be Cabinetry, Scottrade, Inc, Td Ameritrade, Inc, Morgan Stanley, Morgan Stanley Private Bank, N.A and Citigroup. Assaraf holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in District Of Columbia and Maryland. Citigroup Global Markets Inc is an advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in 733 locations and a total of 7,927 people on staff. It manages $35 billion in assets under management among its 53,776 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 140 charitable organizations. Of its 53,776 accounts, 32% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business performs a broad array 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 for financial advice typically depend on which services the firm provides the client. However, fees charged by Citigroup Global Markets Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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 1101 Pennsylvania Ave, Nw, 11Th Floor
Washington, DC 20004

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

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

7,927

DC Average: 88
Total Number of Accounts

53,776

DC Average: 3,892
Average Account Size

$648,319

DC 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

Eliran Assaraf Work History

Eliran has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Citigroup

2018 - 2018 (< 1 year)

Td Ameritrade, Inc

2018 - 2020 (2 years)

Morgan Stanley

2018 - 2020 (2 years)

Morgan Stanley Private Bank, N.A

2017 - 2018 (1 year)

Scottrade, Inc

2013 - 2017 (4 years)

Citibank

2008 - 2013 (5 years)

As It Should Be Cabinetry

*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 Eliran Assaraf 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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