Monte
Bailey

Citigroup Global Markets Inc

CRD#5708339
Investment Advisor
in Fort Lee, NJ

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About this Advisor

Monte Bailey is a financial advisor working out of Fort Lee, New Jersey. Bailey works at Citigroup Global Markets Inc. During their career, Bailey has held roles at Barclays Center - Aeg Facilities, Summit Security Services, Inc, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A and Citigroup. Bailey holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Citigroup Global Markets Inc is a firm that has its headquarters in New York, NY. The firm has offices in 733 locations and a total of 7,927 employees. It manages $35 billion in assets across its 53,776 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 140 charities and foundations. Of its 53,776 accounts, 32% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a broad range 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. Financial management fee schedules depend on which service is offered. However, fee types charged by Citigroup Global Markets Inc can be comprised of any blend 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 Personal Wealth Management 2071 Lemoine Avenue, Suite 200
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

Monte Bailey Work History

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

2023 - Present (1 year)

Citigroup

2021 - 2022 (1 year)

J.P. Morgan Securities LLC

2014 - 2014 (< 1 year)

Summit Security Services, Inc

2014 - 2020 (6 years)

J.P. Morgan Securities LLC

2014 - 2022 (8 years)

Jpmorgan Chase Bank, N.A

2013 - 2014 (1 year)

Barclays Center - Aeg Facilities

*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 Monte Bailey 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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