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Alfred J Natale

Citigroup Global Markets Inc.

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About Alfred J Natale

Alfred Natale is a financial advisor with over 27 years of experience in the industry. Alfred is currently registered with Citigroup Global Markets Inc. in New Jersey and New York and previously worked for HSBC Securities (USA) Inc. and other firms. Alfred has experience working with individuals, high-net-worth individuals, corporations and businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Alfred offers financial planning, asset allocation advice, security ratings, publication of periodicals, selection of other advisers, and portfolio management for individuals and businesses. Alfred is also a registered investment adviser representative.

Firm Information

Alfred Natale is currently registered with Citigroup Global Markets Inc.. Citigroup Global Markets Inc. is a corporation formed in October 1998, headquartered in New York, NY. The firm provides a wide range of investment advisory services including financial planning, asset allocation advice, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and other clients. With over 10,000 employees, including licensed agents, investment advisor representatives, and registered representatives, Citigroup Global Markets Inc. manages over $40 billion in assets for clients across various client types, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm is registered with the SEC and in all 50 states.
Citigroup Global Markets Inc.

388 GREENWICH STREET

NEW YORK, NY 10013

$40.52B

Assets Under Management

11,754

Total Clients

3,637

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alfred Natale’s Registration & Firm History

NY

08/17/2021 - Present

Citigroup Global Markets Inc. (New York NY)

NY

10/02/2017 - 08/13/2020

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NJ

01/27/2017 - 04/24/2017

CETERA INVESTMENT SERVICES LLC (BLOOMFIELD NJ)

NJ

05/12/2016 - 01/20/2017

M&T SECURITIES, INC. (FLORHAM PARK NJ)

NJ

09/24/2015 - 05/04/2016

SANTANDER SECURITIES LLC (MILLBURN NJ)

NY

10/20/2014 - 05/11/2015

IDB CAPITAL CORP. (NEW YORK NY)

NJ

02/07/2014 - 10/07/2014

WELLS FARGO ADVISORS, LLC (CRANFORD NJ)

NJ

12/19/2011 - 01/22/2014

PNC INVESTMENTS (CEDAR GROVE NJ)

NJ

03/28/2006 - 11/07/2011

HSBC SECURITIES (USA) INC. (SUMMIT NJ)

NJ

09/07/2004 - 03/16/2006

CHASE INVESTMENT SERVICES CORP. (SUMMIT NJ)

NY

07/24/2002 - 09/16/2004

AXA ADVISORS, LLC (NEW YORK NY)

MO

10/01/2000 - 06/07/2002

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

06/16/2000 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

04/08/1994 - 06/14/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NJ

05/19/1993 - 04/25/1994

RYAN, BECK & CO. (FLORHAM PARK NJ)

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Licenses & Designations

BC

Issued 11/12/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/30/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Alfred J Natale.
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