Timothy Fabio
Timothy Fabio is a registered investment advisor at Citigroup Global Markets INC., based in Fort Lee, NJ, with 36 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.
Location
Citi Wealth Management, Sales, 2071 Lemoine Avenue, Suite 200, Fort Lee, NJ, 07024
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2003Customer Dispute
February 1998Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Santander Securities
Santander Securities LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Chase Manhattan Investment Services, INC.Broker
Bhcm INC.Broker
Gna Securities, INC.Broker
Liberty Securities CorporationBroker
Prudential-Bache Securities INC.Broker
Thomson Mckinnon Securities INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.