Gilbert HessCRD Number: 2011321
Current Firm: Citigroup Global Markets Inc.
Gilbert Hess (CRD# 2011321) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Long Island City, NY and has over 26 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Citigroup Global Markets, Inc.||Glendale, CA||Jul 2012 - Current||5|
|Concordia University||Irvine, CA||Aug 2011 - Current||6|
|Wealth 4 Purpose||Newport Beach, CA||Sep 2009 - Current||8|
|Select Money Management, Inc.||Aliso Viejo, CA||Sep 2011 - Feb 2012||< 1|
|Select Portfolio Management, Inc.||Aliso Viejo, CA||Sep 2011 - Feb 2012||< 1|
|Morgan Stanley Smith Barney||Purchase, NY||Jun 2009 - Sep 2009||< 1|
|Citigroup Global Markets Inc.||Los Angeles, CA||Mar 1998 - Jun 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1991|
|S65||NASAA Investment Advisors Law Examination||May 1997|
Total Assets Under Management20,231MILLIONS
Total Number of Accounts41,470ACCOUNTS
Average Account Value$487,847
- 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, WY
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