Kerry
Cochran

Citigroup Global Markets Inc

CRD#2114519
Investment Advisor
in New York, NY
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About this Advisor

Kerry Cochran is a certified financial planner based out of New York, New York, who has 11 years of professional experience. Cochran is an advisor for Citigroup Global Markets Inc. They have worked at Citigroup Global Markets Inc for their entire career. Cochran maintains a Series 63 license, qualifying them as a securities representative, and is registered to work in New Jersey. Citigroup Global Markets Inc is a firm operating in New York, New York. The company has offices in 631 locations and a total of 8,126 advisors. It has $31 billion in assets under management between its 43,518 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 136 charitable organizations. Of its 43,518 customer accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in assets. The firm offers 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 depend on which service is offered. Fee types billed by Citigroup Global Markets Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 63, 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

Kerry Cochran Work History

Kerry has 11 years of experience.

2007 - Present (12 years)

Citigroup Global Markets Inc

Disclosures

Kerry Cochran has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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