Mark
Morrison
Citigroup Global Markets Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Mark Morrison is a financial advisor who works out of Denver, Colorado. Morrison is on the advisory team at Citigroup Global Markets Inc. Over the course of their career, they have held roles at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Chimerix, Inc (The Greer Group), Iqvia, North Carolina State University, University Of North Carolina At Chapel Hill, J. Crew, Brothers Cleaners, Harris Teeter and Citigroup. Morrison holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Citigroup Global Markets Inc is a financial advisory company operating out of New York, NY. It has offices in 733 locations and a total of 7,927 financial advisors. It oversees $35 billion in assets between its 53,776 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 140 charities and foundations. Of its 53,776 customer accounts, 32% are held by high-net-worth investors who have more than $1 million in assets. The business provides a wide set 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 advisory fees typically are based on the type of financial services. However, fee types charged by Citigroup Global Markets Inc can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Citigroup Global Markets Inc Brokerage Details
$34,863,982,805
7,927
53,776
$648,319
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
Mark Morrison Work History
Mark has been registered as a financial advisor for 0 years.*
Citigroup
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
J. Crew
Tiaa
Iqvia
University Of North Carolina At Chapel Hill
North Carolina State University
Brothers Cleaners
Chimerix, Inc (The Greer Group)
Harris Teeter
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Morrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citigroup Global Markets Inc
Stamford, CT
Bay Shore, NY
Miami, FL
Boston, MA
New York, NY
New York, NY
Boca Raton, FL
Alameda, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
