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Krystian Negron

Advisor at Citigroup Global Markets

Updated today

Location

Princeton, FL

Credentials

Series 66

Industry experience

2 years

About

Krystian Negron is a financial advisor at Citigroup Global Markets with two years of industry experience. He has previously worked at Cetera and Regions Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and maintains unique market roles including swap dealer and futures commission merchant functions.

Client services

Based on Citigroup Global Markets

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Security ratings or pricing Asset allocation advice

Expertise

Based on Citigroup Global Markets

Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Based on Citigroup Global Markets

Executive Founder/Business Owner Attorney Consultant Technology Professional

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Fee options

Percentage

$25,000+: Up to 2.00% annual, negotiable based on multiple factors $25,000,000+: Up to 2.00% annual, negotiable (for Discretionary Bespoke and Advisory Portfolios Custom minimums this high) $100,000+: Up to 2.00% annual, negotiable (varies by program and investment option)

Performance-based

Certain third-party investment managers and private funds may charge performance fees in addition to asset-based fees; CGMI does not charge performance fees at portfolio level.

Other

Account minimum: Varies by program and client segment; lowest specific stated minimum is $25,000 (e.g., Dynamic Allocation Portfolios – UMA Program minimum $25,000; MACS Citi Active Allocation Standard portfolio minimum $25,000; Fiduciary Services and Manager Selection Program minimum $50,000; other programs have much higher minimums, some up to $25 million or more). Because multiple minimums are stated depending on program and investment option, overall account minimum not a single value.

Location

Princeton, FL

Most active in

Florida

Work history

Citigroup

2025 - Present (1 year)

Cetera

2024 - 2025 (1 year)

Cetera Investment Services Llc

2023 - 2025 (2 years)

Regions Bank

2021 - 2025 (4 years)

Highschool/University

2011 - 2021 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David U

Series 65

Palmetto Bay, FL

Unda Financial and Consulting LLC

David Unda is a financial advisor at Unda Financial and Consulting LLC in Palmetto Bay, FL, with four years of industry experience. He holds a Series 65 designation and has been a real estate sales associate with Miami Partners Realty Group LLC since 2011, dedicating part of his time to residential property sales. Unda Financial and Consulting provides financial planning, investment management, and wealth management services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm uses an asset-allocation driven investment approach, incorporating a defined process with goal setting, investment selection, implementation, and ongoing monitoring, and it serves both individual and institutional-type clients.

Real estate investing Wealth management
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Paul D

Series 65

Key Biscayne, FL

Private Lane Capital, LLC

Paul Dibiasio is the principal of Private Lane Capital, LLC, an independent advisory firm based in Annandale, Virginia. He holds a Series 65 designation and has 19 years of industry experience, with a career that includes managing Private Lane Capital since 1999 and operating Di Biasio & Edgington, Inc. since 1989. Di Biasio & Edgington provides a subscription service offering portfolio analysis using proprietary technical analysis methodologies. Private Lane Capital offers discretionary portfolio management primarily to high-net-worth individuals, families, and institutional clients, managing approximately $128.8 million in assets across nine accounts. The firm employs a concentrated, equity-focused investment strategy that combines technical and fundamental analysis, with selective use of option strategies and private placements for qualified investors.

Active portfolio management Options & derivatives strategies Private / alternative investments Retired
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Stephanie C

CFP®, Series 66

Miami, FL

Campos Financial

Stephanie Campos is a CFP® with 15 years of industry experience and is the principal of Campos Financial, an independent advisory firm based in Miami, FL. Her prior experience includes roles at Origin Financial and New York Life Insurance Company. In addition to her advisory work, she manages a real estate company on a limited basis. Campos Financial provides financial planning and discretionary investment management to individuals, families, small business owners, and select institutional clients. The firm’s approach emphasizes diversified, low-cost ETFs with discretionary rebalancing and utilizes third-party sub-advisors for specialized individual security management.

Debt management Student loan debt College savings (529s, UTMA, etc.) General retirement planning Concentrated stock management Founder/Business Owner Young Families
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Francisco M

Series 65

Key Biscayne, FL

Todo Capital, LLC

Francisco Madariaga is a financial advisor at Todo Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Todo Capital since 2015. Outside of his advisory role, Mr. Madariaga serves as a consultant and manager for Ningaloo LLC, where he dedicates significant time analyzing financial markets and economic data. Todo Capital provides investment management and advisory services to high-net-worth individuals, families, corporations, trusts, and institutions. The firm employs a disciplined, model-driven asset allocation approach to construct diversified portfolios tailored to clients’ risk tolerance and objectives, with a notable specialization in serving clients from Europe and Latin America.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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Victor S

Series 66

Key Biscayne, FL

Trust Beyond Corp

Victor Soto Anselmi is a financial advisor at Trust Beyond Corp with 14 years of industry experience. He holds the Series 66 designation and previously worked at INVEX Inc. from 2014 to 2020. Trust Beyond Corp provides comprehensive wealth management and financial planning to individual and high-net-worth clients, offering tailored portfolio management, retirement and estate planning coordination, and access to a wide range of investments. The firm employs modern portfolio theory and a combination of long- and short-term strategies, including option writing and derivatives within separately managed accounts, and serves a notable non-U.S. client base.

Options & derivatives strategies Concentrated stock management Wealth management
user avatar

Alexander T

Series 63, Series 65

Key Biscayne, FL

Brickell Investments, LLC

Alexander Tommasino is a financial advisor at Brickell Investments, LLC in Key Biscayne, FL, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Brickell Investments since 2007. Brickell Investments provides personalized discretionary investment management to individuals, pension and profit-sharing plans, and corporate entities. The firm uses fundamental and cyclical analysis and employs various trading strategies based on client objectives and risk tolerance, with a focus on diversification through asset allocation.

Wealth management
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