Aaron
Meadow

Citigroup Global Markets Inc

CRD#6883850
Investment Advisor
in New York, NY

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About this Advisor

Aaron Meadow is a financial advisor operating in New York, New York with 1 year of industry experience. Meadow is currently employed by Citigroup Global Markets Inc. Meadow has gained experience at Edward Jones, United Shore/United Wholesale Mortgage, Kinetic Credit Union/Mea Federal Credit Union, Rivertown Rheumatology, Fidelity Brokerage Services LLC and Citigroup. Meadow maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Citigroup Global Markets Inc is a firm operating out of New York, NY. It has offices in 733 locations and a total of 7,927 advisors. It manages $35 billion in total assets between its 53,776 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 140 charitable organizations. Of its 53,776 client accounts, 32% are held by high-net-worth individuals who have greater than $1 million in assets. Citigroup Global Markets Inc offers a wide array 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 charged by financial advisors typically depend on which service is provided. However, fee types charged by Citigroup Global Markets Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

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 388 Greenwich St, 22Nd Fl Consumersales
New York, NY 10013

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

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

7,927

NY Average: 88
Total Number of Accounts

53,776

NY Average: 3,892
Average Account Size

$648,319

NY 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

Aaron Meadow Work History

Aaron has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Citigroup

2019 - 2022 (3 years)

Fidelity Brokerage Services LLC

2017 - 2019 (2 years)

Edward Jones

2016 - 2017 (1 year)

United Shore/United Wholesale Mortgage

2015 - 2016 (1 year)

Kinetic Credit Union/Mea Federal Credit Union

2006 - 2015 (9 years)

Rivertown Rheumatology

*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 Aaron Meadow 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
Douglas Drehwing
Bay Shore, NY
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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