Terry Weinstein, financial advisor New York NY
93 score

Terry Weinstein

CRD Number: 1288320
Current Firm: Citigroup Global Markets Inc.

Terry Weinstein (CRD# 1288320) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Global Markets Inc. New York, NY May 2007 - Current 9
Citicorp Investment Services New York, NY Mar 1996 - Oct 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Terry M. Weinstein
Phone Number: 212-816-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    22,285
    MILLIONS
  • Total Number of Accounts
    42,945
    ACCOUNTS
  • Average Account Value
    $518,927
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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