Gary BoccioCRD Number: 1412655
Current Firm: Citigroup Global Markets Inc.
Gary Boccio (CRD# 1412655) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has over 28 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Citigroup Global Markets||New York, NY||Jul 2012 - Current||5|
|Ubs Financial Services Inc.||Weehawken, NJ||Apr 2010 - Jul 2012||2|
|Axiom Global Inc.||New York, NY||Dec 2009 - Apr 2010||< 1|
|Unemployed||Hawthorne, NY||Apr 2009 - Dec 2009||< 1|
|Citigroup Global Markets Inc.||New York, NY||May 2007 - Apr 2009||1|
|Citicorp Investment Services||Long Island City, NY||Mar 1991 - Oct 2007||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1990|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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