Aaron Loor is a registered investment advisor at Citigroup Global Markets INC., based in Brooklyn, NY, with 11 years of industry experience. Aaron 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 Retail Banking, 195 Montague Street, Brooklyn, NY, 11201
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Regulatory History (1)
Financial
May 2020Other Business Activities
Aaron is a military officer in the United States Army Reserves, serving as a civil affairs governance officer. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Essex National Securities, INC.Broker
J.H. Darbie & CO., 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.