Monte
Bailey
Citigroup Global Markets Inc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Monte Bailey Work History
Monte has been registered as a financial advisor for 0 years.*
Citigroup
J.P. Morgan Securities LLC
Summit Security Services, Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
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
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.
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