Peter
Cantatore

Citigroup Global Markets Inc

CRD#7093715
Investment Advisor
in Boston, MA

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About this Advisor

Peter Cantatore is a financial advisor based in Boston, Massachusetts, working with Citigroup Global Markets Inc. Peter has previously held positions at Citigroup, Meketa Investment Group, Rocaton Investment Advisors, People'S United Bank, Watson Inc, and Preferred Utilities Manufacturing. Peter has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Peter is part of Citigroup Global Markets Inc, which operates out of Boston, Massachusetts. The firm has 742 offices and 7,830 employees. The firm manages assets totaling $40.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Citigroup Global Markets Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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 111 Huntington Avenue, 29Th Floor
Boston, MA 02199

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$40,516,482,275

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

7,830

MA Average: 88
Total Number of Accounts

53,880

MA Average: 3,892
Average Account Size

$751,976

MA 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

Peter Cantatore Work History

2021 - Present (3 years)

Citigroup

2019 - 2021 (2 years)

Meketa Investment Group

2017 - 2019 (2 years)

Rocaton Investment Advisors

2016 - 2017 (1 year)

People'S United Bank

2014 - 2016 (2 years)

Watson Inc

2013 - 2014 (1 year)

Preferred Utilities Manufacturing

Disclosures

Please visit the SEC profile of Peter Cantatore 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

Daniel Gardner
New York, NY
Lavendel Williams
Jacksonville, FL
Dongyue Lyu
Alhambra, CA
Samphors Chea
San Antonio, TX
Olga Stroganova
Brooklyn, NY
Sefora Angeles
Beverly Hills, CA
Yun Bai
Fountain Valley, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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