Marissa
Tracey

Citigroup Global Markets Inc

CRD#1905417
Investment Advisor
in New York, NY
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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

Series 63, 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

Marissa Tracey Work History

Marissa has 11 years of experience.

2010 - Present (9 years)

Citi Private Bank

2007 - 2010 (3 years)

Bny Mellon Wealth Management

Disclosures

Marissa Tracey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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