Michael
Wiseman

Citigroup Global Markets Inc

CRD#4758919
Investment Advisor
in New York, NY
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About this Advisor

Michael Wiseman is a chartered financial analyst who works in New York, New York, who has been in the financial industry for 13 years. Wiseman is an advisor for Citigroup Global Markets Inc. Over the course of their career, they have held roles at Citigroup Global Markets Inc, Ubs Financial Services Inc, Citigroup and Capital One Investing. Wiseman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in New Jersey. Citigroup Global Markets Inc is an advisory company headquartered in New York, New York. The firm has offices in 631 locations and a total of 8,126 people on staff. It manages $31 billion in total assets between its 43,518 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 136 charitable organizations. Of its 43,518 customer accounts, just 9% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm performs a number 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. Fees for financial advice largely vary depending on which services the firm provides the client. However, fees billed by Citigroup Global Markets Inc likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

13 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 Retail Banking 666 5Th Avenue, Suite 4
New York, NY 10103

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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

Michael Wiseman Work History

Michael has 13 years of experience.

2016 - Present (3 years)

Citigroup

2015 - 2016 (1 years)

Capital One Investing

2009 - 2015 (6 years)

Ubs Financial Services Inc

2005 - 2009 (4 years)

Citigroup Global Markets Inc

Disclosures

Michael Wiseman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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