Mallory
Brenner

Citigroup Global Markets Inc

CRD#2503551
Investment Advisor
in New York, NY
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About this Advisor

Mallory Brenner is a certified financial planner in New York, New York. Currently an investment advisor at Citigroup Global Markets Inc, they have accrued 11 years of professional experience in the financial advisory industry. Brenner maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Brenner is registered to advise customers based out of New Jersey. Brenner has worked their whole career at Citigroup Global Markets Inc. Citigroup Global Markets Inc is headquartered in New York, New York, and has 631 additional brick-and-mortar locations in the United States. In total, Citigroup Global Markets Inc manages $31 billion in assets across 43,518 accounts and employs more than 8,126 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 20,508 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Citigroup Global Markets Inc offers 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 firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

Mallory Brenner Work History

Mallory has 11 years of experience.

2007 - Present (12 years)

Citigroup Global Markets Inc

Disclosures

Mallory Brenner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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