Miami, FL S. Biscayne Blvd Office

Team
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Citigroup Global Markets

Enterprise

Firm-wide stats for Citigroup Global Markets

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

Citigroup Global Markets Inc. (CGMI) serves individual and institutional clients across Citi Private Bank, Citi Global Wealth at Work and Citi Personal Wealth Management, covering workplace, high‑net‑worth and ultra‑high‑net‑worth segments. The firm offers a broad set of investment advisory programs (discretionary UMAs, manager‑selection, model and advisory portfolios), broker‑dealer execution and custody services (clearing and custody via Pershing and Citibank), and is separately registered to provide derivatives and futures services, including as a security‑based swap dealer and a futures commission merchant.

CGMI generally implements multi‑asset, multi‑manager strategies through both discretionary and non‑discretionary programs, using internal standards (CitiFocus and Due Diligence Approved) and oversight committees (e.g., C‑RAM, FOG) to select and monitor managers. Programs may include separately managed accounts, mutual funds, ETFs, alternative funds and overlay execution, and some models permit exposure to digital‑asset products or other alternatives; the firm recently transitioned certain Citibank‑managed strategies to BlackRock managers subject to client consent.

What is noteworthy relative to peers is the firm’s combination of large institutional scale and atypical market roles and arrangements: it maintains in‑house research and security‑pricing activities (including historical involvement in research ratings), operates as a swap dealer and futures commission merchant, and has commercial arrangements (e.g., Pershing clearing credits and BlackRock technology/licensing and contingent payments) that the brochure discloses as creating potential conflicts of interest. The firm also facilitates lending secured by advisory assets and offers bespoke discretionary solutions for very large relationships, which affects implementation, custodial arrangements and conflict‑management considerations compared with smaller advisory firms.

Based on Citigroup Global Markets

Expertise

Tax-loss harvesting ESG / Sustainable investing

Based on Citigroup Global Markets

Occupation focus

Executive Founder/Business Owner Attorney Consultant Technology Professional

Based on Citigroup Global Markets

Location

201 S. Biscayne Blvd

Miami FL 33131

Advisors at this office

261

Advisors at this office

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Kelly S

Series 66

Miami, FL

Citigroup Global Markets

Kelly Sullivan is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. Her career includes prior roles at Merrill and UBS Financial Services. Citigroup Global Markets serves individual and institutional clients across a wide range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Alejandro C

Series 66

Miami, FL

Citigroup Global Markets

Alejandro Chirino is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015 in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with capabilities including derivatives and futures services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Josephine M

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Josephine Maltese is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Sebastian M

Series 66

Miami, FL

Citigroup Global Markets

Sebastian Merida is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and having two years of industry experience. He has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, and operates with large institutional scale alongside distinctive market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Guilherme B

Series 66

Miami, FL

Citigroup Global Markets

Guilherme Bianchi is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. He previously worked at Credit Suisse AG’s Nassau Branch for over a decade before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm’s broad capabilities include investment advisory, broker-dealer execution, custody services, and derivatives trading, supported by in-house research and risk management functions.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Lorea A

Series 66

Miami, FL

Citigroup Global Markets

Lorea Alvarez Trillas is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has worked at Citibank NA since 2018 and Banco Nacional de Mexico, SA from 2015 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with market roles such as swap dealer and futures commission merchant, providing a broad range of advisory and execution services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Genaro P

Series 66

Miami, FL

Citigroup Global Markets

Genaro Poulat is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 credential and has been with Citi since 2011. Outside of his advisory role, Poulat manages two real estate investment entities, including one in Madrid, Spain. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional scale combined with specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Johan N

Series 66

Miami, FL

Citigroup Global Markets

Johan Nacitas is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar

Melisa E

Series 66

Miami, FL

Citigroup Global Markets

Melisa Exposito Gonzalez is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has experience at Citibank since 2022 and previously worked at Wells Fargo Bank and G by Guess. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains various market roles including derivatives and futures services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Yisell O

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Yisell Oro Vega is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials. Vega's experience includes multiple roles within Citigroup entities since 2019 and a brief position at Tax E filing Solutions Corp in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, supported by extensive internal research and risk oversight.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar

Felipe M

Series 66

Miami, FL

Citigroup Global Markets

Felipe Mendonca Alvares is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with CitiBank and its affiliated entities since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivative services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar

Eliseo S

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Eliseo Serdan Perez Arce is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Citigroup Global Markets since 2001. Outside of his advisory work, he is a co-owner and co-landlord of a rental property in Mexico City. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and manages conflicts of interest related to its institutional scale and unique market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar

Tomas D

Series 66

Miami, FL

Citigroup Global Markets

Tomas De Las Carreras is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. He has worked at Citibank NA since 2021 and previously at Citibanamex from 2014 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains significant institutional scale with unique market roles including in-house research and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar

Diego C

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Diego Caceres is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citibank and affiliated entities since 2016. Caceres is a passive investor in a retail market research startup and participates as a co-owner in fiduciary units of a commercial and hotel property in Bogota, Colombia. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, providing a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including derivatives and futures services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar

Filipa C

Series 66

Miami, FL

Citigroup Global Markets

Filipa Castelo Branco is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has been with Citi International Financial Services LLC since 2018. Prior to that, she worked at Premier Capital Advisors LLC and Insigneo Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and security pricing.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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