Citigroup Global Markets Inc
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About this Advisor
Lucas Hadzima is a certified financial planner and chartered financial consultant based out of New York, New York, who has been in the financial industry for 12 years. Hadzima works at Citigroup Global Markets Inc. During their career, the advisor has held roles at Ubs Financial Services and Citibank, N.A. Hadzima holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Citigroup Global Markets Inc is a business that has its headquarters in New York, New York. It has offices in 631 locations and a total of 8,126 people on staff. It handles $31 billion in assets among its 43,518 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 136 charitable organizations. Of its 43,518 accounts, just 9% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Citigroup Global Markets Inc provides a diverse assortment 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. Financial management fees largely depend on which services the firm provides the client. However, fees charged by Citigroup Global Markets Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Citigroup Global Markets Inc Brokerage Details
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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
Lucas Hadzima Work History
Lucas has 12 years of experience.
Ubs Financial Services
Lucas Hadzima has no disclosures.
Please visit their SEC profile for more details.