Alex
Kriete

Citigroup Global Markets Inc

CRD#5847946
Investment Advisor
in New York, NY
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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

Series 66, Chartered Financial Analyst

Years of Experience

10 years

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

Disclosures

No

Office Location

Citi Private Bank 153 East 53Rd St., 24Th Floor
New York, NY 10022

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$31,374,581,061

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

8,126

NY Average: 88
Total Number of Accounts

43,518

NY Average: 3,892
Average Account Size

$720,956

NY Average: $1,917,921

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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

Alex Kriete Work History

Alex has 10 years of experience.

2011 - Present (8 years)

Citi Private Bank

2010 - 2010 (0 years)

Commerce One Financial

2009 - 2009 (0 years)

Time Inc

Disclosures

Alex Kriete has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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