Joseph
Sorisi
Citigroup Global Markets Inc
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About this Advisor
Joseph Sorisi is a financial advisor based in Port Jefferson Station, New York, working with Citigroup Global Markets Inc. Joseph has previously held positions at Jp Morgan Securities LLC, New York Life Insurance Co, Long Island University: C.W. Post, Jp Morgan Chase Bank, Drouzas Real Estate Development Corp, Northwestern Mutual Investment Services LLC, S5 Management, LLC, and Citigroup. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Joseph is part of Citigroup Global Markets Inc, which operates out of Port Jefferson Station, New York. The firm has 680 offices and 6,903 employees. The firm manages assets totaling $46.9 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Citigroup Global Markets Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Citigroup Global Markets Inc Brokerage Details
$46,870,946,575
6,903
56,879
$824,047
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
Joseph Sorisi Work History
Citigroup
S5 Management, LLC
Jp Morgan Securities LLC
Jp Morgan Chase Bank
New York Life Insurance Co
Long Island University: C.W. Post
Drouzas Real Estate Development Corp
Northwestern Mutual Investment Services LLC
Disclosures
Please visit the SEC profile of Joseph Sorisi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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