Georgia
Mouzakis

Citigroup Global Markets Inc

CRD#2404397
Investment Advisor
in New York, NY
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About this Advisor

Georgia Mouzakis is a certified financial planner located in New York, New York. Currently an investment advisor with Citigroup Global Markets Inc, Mouzakis has 11 years of professional experience as an investment advisor. Mouzakis has Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Mouzakis is registered to act as a financial advisor in California. Mouzakis has spent their whole career at Citigroup Global Markets Inc. Citigroup Global Markets Inc is headquartered in New York, New York, and operates out of 631 other offices across the country. In total, Citigroup Global Markets Inc oversees $31 billion in assets throughout 43,518 client accounts and retains more than 8,126 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 20,508 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Citigroup Global Markets Inc offers 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. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

$25,273,699,145

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

7,855

NY Average: 88
Total Number of Accounts

47,742

NY Average: 3,892
Average Account Size

$529,381

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

Georgia Mouzakis Work History

Georgia has 11 years of experience.

2007 - Present (12 years)

Citigroup Global Markets Inc

Disclosures

Georgia Mouzakis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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