Unclaimed
Shanti Musacchia is a registered representative with Citigroup Global Markets Inc. Shanti has been in the securities industry for 15 years and is registered with the Financial Industry Regulatory Authority (FINRA) as well as all 50 states. Shanti holds the Series 7, Series 24, Series 63, Series 79, and SIE licenses. Shanti has previously worked with Chase Investment Services Corp., Auerbach, Pollack & Richardson Inc., Trautman Wasserman & Company, Inc., Roan Capital Partners L.P., J.W. Barclay & Co., Inc., Whale Securities Co., L.P., Paragon Capital Corporation, Sunpoint Securities, Inc., Paramount Investments International, Inc., Ladenburg, Thalmann & Co., Inc., Investors Associates, Inc. and Continental Broker-Dealer Corp.. Shanti provides a variety of financial services, including investment banking, asset allocation advice, financial planning, pension consulting, publication of periodicals, and selection of other advisors. Shanti manages a portfolio of clients, including corporations, individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Citigroup Global Markets Inc. manages over $50 billion in assets and has over 11,754 clients. Citigroup Global Markets Inc. provides investment advisory services to a variety of clients, including corporations, individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm's regulatory assets under management (AUM) total over $40 billion.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
11/14/2017 - Present
Citigroup Global Markets Inc. (Atlanta GA)
IL
07/11/2001 - 12/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
CT
07/21/2000 - 03/06/2001
AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)
NY
03/15/1999 - 07/18/2000
TRAUTMAN WASSERMAN & COMPANY, INC. (NEW YORK NY)
NY
04/14/1998 - 03/23/1999
ROAN CAPITAL PARTNERS L.P. (NEW YORK NY)
NJ
02/12/1997 - 04/20/1998
J.W. BARCLAY & CO., INC. (WOODBRIDGE NJ)
NY
12/23/1996 - 02/07/1997
WHALE SECURITIES CO., L.P. (NEW YORK NY)
NJ
03/18/1996 - 12/24/1996
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
TX
03/06/1996 - 03/18/1996
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
CO
02/09/1996 - 03/15/1996
PARAMOUNT INVESTMENTS INTERNATIONAL, INC. (DENVER CO)
NY
06/28/1995 - 03/06/1996
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NJ
12/01/1995 - 02/23/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
02/13/1995 - 07/13/1995
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BC
Issued 11/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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