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Shanti Musacchia

Citigroup Global Markets Inc.

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About Shanti Musacchia

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.

Firm Information

Shanti Musacchia 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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Shanti Musacchia’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shanti Musacchia.
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