Citigroup Global Markets Inc
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About this Advisor
Marissa Tracey is a certified financial planner located in New York, New York. Currently a registered investment advisor with Citigroup Global Markets Inc, they have gathered 11 years of practice as a financial advisor. Tracey maintains a Series 63 license, certifying them as a securities representative. Tracey can operate in New Jersey. Throughout their career, Tracey has worked at Citi Private Bank and Bny Mellon Wealth Management. Citigroup Global Markets Inc is located in New York, New York, and operates out of 631 other offices in the country. As an advisor firm, Citigroup Global Markets Inc manages $31 billion in assets throughout 43,518 accounts and employs more than 8,126 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 20,508 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Citigroup Global Markets Inc can offer 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
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
Marissa Tracey Work History
Marissa has 11 years of experience.
Citi Private Bank
Bny Mellon Wealth Management
Marissa Tracey has no disclosures.
Please visit their SEC profile for more details.