Irene
Tagarelli

Citigroup Global Markets Inc

CRD#1105686
Investment Advisor
in Fort Lee, NJ

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About this Advisor

Irene Tagarelli is a financial advisor who works out of Fort Lee, New Jersey with a total of 4 years of relevant experience. Tagarelli currently works for Citigroup Global Markets Inc. Throughout their career, Tagarelli has worked at New York Community Bank, Lpl Financial, LLC, Santander Bank, Na, Santander Securities, LLC and Citi. Tagarelli has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Citigroup Global Markets Inc is a business that has its headquarters in New York, NY. The company has offices in 733 locations and a total of 7,927 financial advisors. It oversees $35 billion in assets under management among its 53,776 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 140 charitable organizations. Of its 53,776 client 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 for financial management are based on which services are offered. However, fees billed by Citigroup Global Markets Inc most likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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 Personal Wealth Management 2071 Lemoine Avenue, Suite 1
Fort Lee, NJ 07024

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

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

7,927

NJ Average: 88
Total Number of Accounts

53,776

NJ Average: 3,892
Average Account Size

$648,319

NJ 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

Irene Tagarelli Work History

Irene has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Citi

2015 - 2019 (4 years)

Santander Bank, Na

2015 - 2019 (4 years)

Santander Securities, LLC

2008 - 2015 (7 years)

Lpl Financial, LLC

2006 - 2015 (9 years)

New York Community Bank

*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 Irene Tagarelli 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
Rong Ling Lin
Fort Lee, NJ
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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