Tracey Fabricius

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → Present
  Citigroup Global Markets Inc.
  Short Hills, NJ

Previous Registrations

• 2005-06-03 → 2007-05-29
  Citicorp Investment Services
  Short Hills, NJ
  Short Hills, NJ

Other Businesses

Rental of Vacation Property - South Orange, NJ; Investment-related; Affiliation started November 2013; Title: Manager; Duties: Manage the upkeep of the house and rentals; No time is devoted to the rental each month during security trading hours; 5 hours are devoted to the rental each month during summer/30 mins per month are devoted to the rental all other months, outside of security trading hours. ///// 33 Hydrangea LLC; Investment-related; Started: 11/01/2013; Location: Mashpee, MA ;Title: Member; Duties: Coordination of rentals; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. /////

Exams

• S66 Uniform Combined State Law Examination
  2005-06-02

Other Names

• Tracey Jennifer Naylor