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Timothy Fabio

Citigroup Global Markets Inc.

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About Timothy Fabio

Timothy Fabio has been in the financial services industry since 1989 and is currently registered with Citigroup Global Markets Inc. Timothy has over 30 years of experience in the financial services industry. Timothy holds the Series 7 and Series 63 licenses and is also a Registered Investment Advisor. Timothy has a wide range of experience, including working with high-net-worth individuals, corporations, and institutions. Previously, Timothy worked with Santander Securities LLC, HSBC Securities (USA) Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Timothy specializes in providing asset allocation advice, financial planning, pension consulting, and portfolio management services. Timothy also provides market timing services and publishes periodicals.

Firm Information

Timothy Fabio 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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Timothy Fabio’s Registration & Firm History

NJ

12/20/2021 - Present

Citigroup Global Markets Inc. (Fort Lee NJ)

NY

06/19/2019 - 06/24/2021

SANTANDER SECURITIES LLC (Staten Island NY)

NY

04/18/2016 - 07/30/2018

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

NJ

03/04/2013 - 12/26/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLEN ROCK NJ)

NY

10/01/2008 - 01/23/2013

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

10/30/2006 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

04/26/1995 - 11/28/2006

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NA

04/03/1995 - 04/25/1995

CHASE MANHATTAN INVESTMENT SERVICES, INC.

TX

02/01/1995 - 04/07/1995

BHCM INC. (HOUSTON TX)

VA

05/10/1991 - 02/01/1995

GNA SECURITIES, INC. (GLEN ALLEN VA)

NY

08/16/1990 - 04/22/1991

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NY

09/15/1989 - 08/28/1990

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NY

12/26/1986 - 09/15/1989

THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/29/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1986

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

MEMX LLC

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 2 public disclosures for Timothy Fabio. Review regulatory record here.
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