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Krystian Negron

Advisor at Citigroup Global Markets — Princeton, FL

Updated today

Credentials

Series 66

Experience

3 years

Location

Princeton, FL

Citigroup Global Markets logo

Citigroup Global Markets

Enterprise

Total advisors

2,424

Across 531 offices

Clients per advisor

24 Very Low

Avg AUM per client

$714,318 High

HNW client ratio

40% Very High

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

See office

Princeton, FL

Princeton FL

Advisors at this office

1

Most active in

Florida

Work history

3 years of industry experience

Citigroup

2025 - Present • 1 year

Coral Gables, FL

Cetera

2024 - 2025 • 1 year

Miami, FL

Cetera Investment Services Llc

2023 - 2025 • 2 years

Saint Cloud, MN

Regions Bank

2021 - 2025 • 4 years

Miami, FL

Highschool/University

2011 - 2021 • 10 years

Miami, FL

Disclosures

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

Business activities & affiliations

user avatar

Steven E

Coral Gables, FL

Eber Capital Management

Steven Eber is the sole advisor at Eber Capital Management in Coral Gables, FL, with 21 years of industry experience and over 45 years at his firm. He has focused on independent, fee-based advisory services throughout his career. Eber Capital Management provides discretionary portfolio management primarily for individuals, IRAs, trusts, family estate-planning accounts, and pension and profit-sharing plans. The firm emphasizes a buy-and-hold equity strategy centered on larger companies with strong financials and multi-year growth prospects, managing client accounts with full discretion subject to client-directed restrictions.

Active portfolio management
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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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Malcolm B

Series 65, Series 63

Miami, FL

Ethos Investment Advisory Group LLC

Malcolm Brown is a financial advisor at Ethos Investment Advisory Group LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including LPL Financial LLC, Seacoast Bank, and JDM Financial. Ethos Investment Advisory Group provides wealth management services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm offers discretionary portfolio management and financial planning, focusing on diversified portfolios built mainly from low-cost mutual funds and ETFs with a long-term investment approach augmented by tactical adjustments.

Wealth management
user avatar

Stephanie C

CFP®, Series 66

Miami, FL

Campos Financial

Stephanie Campos is a CFP®-certified financial advisor with 15 years of industry experience. She is the principal at Campos Financial LLC, an independent firm based in Miami, FL, and also manages a real estate company, Campos Real Estate LLC. Prior to founding Campos Financial, she worked at Origin Financial and has experience outside of the financial industry. Campos Financial provides financial planning and discretionary portfolio management primarily for individuals and families, as well as small business owners, trusts, foundations, and other institutional clients. The firm employs a low-cost, diversified ETF and asset-allocation approach with periodic monitoring and rebalancing, and coordinates with outside sub-advisors for individual stock or bond management as needed.

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 the sole advisor at Todo Capital, LLC in Key Biscayne, FL, holding a Series 65 designation with 11 years of industry experience. He founded Todo Capital in 2015 and has been its principal since then. Outside of his advisory work, Mr. Madariaga consults for Ningaloo LLC, a corporation he co-owns and manages. Todo Capital provides investment management and advisory services to high-net-worth individuals, families, corporations, trusts, and institutions. The firm uses a disciplined, model-driven asset allocation approach combining fundamental, technical, and charting analysis to create diversified portfolios tailored to client risk tolerance and objectives, with a notable focus on 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
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