Citigroup Global Markets Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Alex Kriete is a chartered financial analyst who works out of New York, New York, who has been in the industry for 10 years. Kriete works at Citigroup Global Markets Inc. The advisor has gained experience at Time Inc, Commerce One Financial and Citi Private Bank. Kriete maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. Citigroup Global Markets Inc is a registered investment business that has its headquarters in New York, New York. The firm has offices in 631 locations and a total of 8,126 financial advisors. It manages $31 billion in assets among its 43,518 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 136 charitable organizations. Of its 43,518 accounts, just 9% are associated with high-net-worth individuals who have more than $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. A financial advisor's fee schedules largely are based on the type of services. However, fees billed by Citigroup Global Markets Inc likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Alex Kriete Work History
Alex has 10 years of experience.
Citi Private Bank
Commerce One Financial
Alex Kriete has no disclosures.
Please visit their SEC profile for more details.