Lalitkumar Pramod
Mishall

Citigroup Global Markets Inc

CRD#6646133
Investment Advisor
in New York, NY
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About this Advisor

Lalitkumar Pramod Mishall is a chartered financial analyst operating out of New York, New York, who has been in the financial industry for 12 years. Mishall is currently employed by Citigroup Global Markets Inc. During their career, Mishall has held roles at Infosys Limited and Citigroup. Mishall has a Series 63 license, designating them as a securities broker, and is approved to work in New Jersey. Citigroup Global Markets Inc is an advisory firm headquartered in New York, New York. The company has offices in 631 locations and a total of 8,126 advisors. It handles $31 billion in total assets between its 43,518 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 136 charities and foundations. Of its 43,518 accounts, just 9% belong to high-net-worth investors who have at least $1 million in assets available to invest. Citigroup Global Markets Inc offers a number of services, including 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. Financial management fees typically vary depending on the type of financial services. However, fee types charged by Citigroup Global Markets Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

12 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 388 Greenwich Street, 29Th Floor
New York, NY 10013

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$31,374,581,060

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

Lalitkumar Pramod Mishall Work History

Lalitkumar Pramod has 12 years of experience.

2016 - Present (3 years)

Citigroup

2006 - 2016 (10 years)

Infosys Limited

Disclosures

Lalitkumar Pramod Mishall has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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