Irene
Tagarelli
Citigroup Global Markets Inc
Answer a few questions and
get matched with an advisor.
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
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Irene Tagarelli Work History
Irene has been registered as a financial advisor for 4 years.*
Citi
Santander Bank, Na
Santander Securities, LLC
Lpl Financial, LLC
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
Stamford, CT
Fort Lee, NJ
Miami, FL
Boston, MA
New York, NY
New York, NY
Boca Raton, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
