Joseph Fusco, financial advisor New York NY

Joseph Fusco

CRD Number: 7088926
Current Firm: Citigroup Global Markets Inc.

Joseph Fusco (CRD# 7088926) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 3 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Citigroup New York, NY Oct 2021 - Current 1
Citi Private Bank New York, NY Apr 2019 - Oct 2021 2
Citibank Bedford, NY Jun 2015 - Apr 2019 3
Citibank Yorktown Heights, NY Jan 2014 - Jun 2015 1
Citibank Brookfield, CT Sep 2013 - Dec 2013 < 1
Citibank Stamford, CT Jul 2011 - Sep 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Joseph A. Fusco
Phone Number: 212-816-6000
Firm Website: https://twitter.com/citi
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    43,883
    MILLIONS
  • Total Number of Accounts
    54,186
    ACCOUNTS
  • Average Account Value
    $809,861
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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