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Andrew F Galimi

Citigroup Global Markets Inc.

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About Andrew F Galimi

Andrew Galimi is an active investment advisor representative with Citigroup Global Markets Inc. Andrew has been in the securities industry since 2001. Andrew has worked with clients in many states including, but not limited to, California, Connecticut, Florida, and New York. Andrew has 37 state securities licenses, 16 SRO registrations and 1 FINRA registration. Andrew has Series 6, 7, 26, 63, and 65 licenses. Andrew is currently registered with Citigroup Global Markets Inc. in Connecticut and holds a Series 65 license and a Series 63 license. Andrew is a member of FINRA, a self-regulatory organization for the securities industry. Andrew also has a Series 26 license and has passed the SIE exam. Andrew's prior employers include Citigroup Investment Services, BANC of America Investment Services, Inc., and Quick & Reilly, Inc.

Firm Information

Andrew Galimi is currently registered with Citigroup Global Markets Inc.. Citigroup Global Markets Inc. is a corporation headquartered in NEW YORK, NY, United States. Formed in October 1998, the firm has over 10,000 licensed agents, investment advisor representatives, and registered representatives. They manage over $40 billion in assets, including discretionary and non-discretionary accounts. Citigroup Global Markets Inc. provides a wide range of advisory services, including financial planning, pension consulting, asset allocation advice, publication of periodicals, and selection of other advisers. They cater to various client types, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm participates in wrap fee programs and has been registered with the SEC and in 53 states.
Citigroup Global Markets Inc.

CITI PRIVATE BANK

GREENWICH, CT 06831

$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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Andrew Galimi’s Registration & Firm History

CT

05/29/2007 - Present

Citigroup Global Markets Inc. (GREENWICH CT)

CT

10/18/2006 - 05/29/2007

CITICORP INVESTMENT SERVICES (GREENWICH CT)

MA

10/20/2004 - 12/21/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

11/22/2000 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 7/18/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/5/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/9/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/5/2006

Series 7 - General Securities Representative Examination

BC

Issued 11/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Andrew F Galimi.
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