Andrew CatalanoCRD Number: 6322198
Current Firm: Citigroup Global Markets Inc.
Andrew Catalano (CRD# 6322198) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 2 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Citigroup Management Corp.||New York, NY||Jan 2017 - Current||4|
|Citigroup||Tampa, FL||Jun 2015 - Dec 2016||1|
|Fintech Consulting||Tampa, FL||Sep 2014 - Jun 2015||< 1|
|Tommy Bahama||Tampa, FL||May 2010 - Jan 2015||4|
|Axa Advisors, LLC||New York, NY||Jul 2014 - Sep 2014||< 1|
|Republican National Committee||Temple Terrace, FL||Aug 2012 - Nov 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management38,272MILLIONS
Total Number of Accounts51,112ACCOUNTS
Average Account Value$748,782
- 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, WY
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