Michael Monteverde, financial advisor Plainview NY
89 score

Michael Monteverde

CRD Number: 6169894
Current Firm: Citigroup Global Markets Inc.

Michael Monteverde (CRD# 6169894) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Plainview, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Global Markets Fresh Meadows, NY Sep 2012 - Current 4
Citigroup Global Markets Fresh Meadows, NY Sep 2012 - Current 4
None None, NY May 2012 - Sep 2012 < 1
Binghamton University Vestal, NY Feb 2012 - May 2012 < 1
Leviton Manufacturing Co Melville, NY Dec 2011 - Jan 2012 < 1
Binghamton University Vestal, NY Aug 2011 - Dec 2011 < 1
Leviton Manufacturing Co Melville, NY May 2011 - Aug 2011 < 1
Binghamton University Vestal, NY Aug 2009 - May 2011 1
Prudential Douglas Elliman (anita Bachrach) Merrick, NY May 2009 - Aug 2009 < 1
Binghamton University Vestal, NY Aug 2008 - May 2009 < 1
Prudential Douglas Elliman (anita Bachrach) Merrick, NY May 2008 - Aug 2008 < 1
Binghamton University Vestal, NY Aug 2007 - May 2008 < 1
Calhoun High School Merrick, NY Feb 2003 - Aug 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Michael Monteverde
Phone Number: 212-816-6000
Registered State(s):
  • NJ
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
89
Clean Record
This advisor has a clean track record with regulators.

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