Joseph
Sorisi
Citigroup Global Markets Inc
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About this Advisor
Joseph Sorisi is a financial advisor based in Port Washington, New York, working with Citigroup Global Markets Inc. Joseph has previously held positions at Jp Morgan Securities LLC, New York Life Insurance Co, Drouzas Real Estate Development Corp, Florida Coastal School Of Law, Long Island University: C.W. Post, Jp Morgan Chase Bank, Northwestern Mutual Investment Services LLC, S5 Management, LLC, and Citigroup. Joseph has passed the Series 65 and Series 63 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 Washington, New York. The firm has 742 offices and 7,830 employees. The firm manages assets totaling $40.5 billion and serves a variety of clients, including 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
$40,516,482,275
7,830
53,880
$751,976
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
Drouzas Real Estate Development Corp
Florida Coastal School Of Law
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.
Financial Advisors at Citigroup Global Markets Inc
New York, NY
Jacksonville, FL
Alhambra, CA
San Antonio, TX
Miami, FL
Brooklyn, NY
Beverly Hills, CA
Fountain Valley, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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