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Abraham Bitton

21 Years of Experience
Broker

Abraham Bitton is a registered investment advisor at Citigroup Global Markets INC., based in Glen Cove, NY, with 21 years of industry experience. Abraham 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

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.

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Location

Glen Cove, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Citigroup Global Markets INC.
April 2021 - Present · 5 yrs
Citi Private Alternatives, LLCBroker
March 2021 - Present · 5 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2021 - Present · 5 yrs 1 mo
Citigroup Global Markets INC.
March 2021 - Present · 5 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
March 2018 - October 2019 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
March 2018 - October 2019 · 1 yr 7 mos
Morgan Stanley
June 2017 - February 2018 · 8 mos
Morgan StanleyBroker
April 2016 - February 2018 · 1 yr 10 mos
American Portfolios Financial Services, INC.Broker
May 2009 - April 2016 · 6 yrs 11 mos
Quest Capital Strategies, INC.Broker
July 2007 - November 2007 · 4 mos
Sands Brothers & CO., LTD.Broker
November 2001 - March 2002 · 4 mos
Bluestone Capital CORP.Broker
January 2000 - November 2001 · 1 yr 10 mos
J.W. Barclay & CO., INC.Broker
August 1997 - February 2000 · 2 yrs 6 mos
Andrew, Alexander, Wise & Company IncorporatedBroker
June 1997 - August 1997 · 2 mos
Whale Securities CO., L.P.Broker
February 1997 - May 1997 · 3 mos
Laidlaw Equities, INC.Broker
October 1996 - January 1997 · 3 mos
Toluca Pacific Securities CORP.Broker
May 1996 - November 1996 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Abraham Bitton - Financial Advisor | TrueAdvisor