Gregory ManningCRD Number: 1072133
Current Firm: Citigroup Global Markets Inc.
Gregory Manning (CRD# 1072133) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Stamford, CT and has over 34 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Citigroup Global Markets Inc.||Stamford, CT||Oct 2012 - Current||4|
|Credit Suisse Securities (usa) LLC||Ny, NY||Mar 2006 - Oct 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- 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