Marisol Sanchez-Taboada (CRD# 5514548) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Port Jefferson Station, NY and has over 15 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | Brentwood, NY | Aug 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntington Station, NY | Apr 2018 - Jun 2022 | 4 |
| Bank Of America, N.a. | Huntington Station, NY | Apr 2018 - Jun 2022 | 4 |
| Pnc Bank | Garden City, NY | May 2016 - Apr 2018 | 1 |
| Bank Of America, N.a. | Huntington Station, NY | Feb 2015 - Jun 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntington Station, NY | Feb 2015 - May 2016 | 1 |
| Edward Jones | St Louis, MO | May 2014 - Jan 2015 | < 1 |
| First Empire Securities, Inc. | Hauppauge, NY | Mar 2009 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- NY
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Total Assets Under Management40,516MILLIONS
-
Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- 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
- Other
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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