Lucas
Hadzima

Citigroup Global Markets Inc

CRD#5175934
Investment Advisor
in New York, NY
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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

Series 66, Certified Financial Planner, Chartered Financial Consultant

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 153 East 53Rd St., 23Rd Floor, Suite L
New York, NY 10022

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$31,374,581,061

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

Lucas Hadzima Work History

Lucas has 12 years of experience.

2010 - Present (9 years)

Citibank, N.A

2006 - 2010 (4 years)

Ubs Financial Services

Disclosures

Lucas Hadzima has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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