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David Rabb Bailin

Cio Capital Group LLC

Rumson, NJ

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Current Employers
Cio Capital Group Llc

41 Madison Ave Floor 31, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-09-15
  • NJ RA
    APPROVED
    Since 2025-09-15

Branch Locations

45 West River Road Suite 202, Rumson, NJ 07760 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citi Private Bank New York NY 07/2017 01/2019
N/A Woodbridge CT 01/2019 05/2024
Cio Capital Group, Llc New York NY 05/2025 Present
Citic Private Alternatives, Llc New York NY 03/2017 05/2024
Citigroup Global Markets Inc New York NY 11/2009 05/2024
Cio Group, Llc New York NY 05/2025 Present
Self-Employed Sullivans Island XX 06/2024 05/2025
Citi Private Bank New York NY 10/2017 05/2024
Citi Private Bank New York NY 11/2009 09/2017
  • 07/2017 → 01/2019
    Citi Private Bank
    New York, NY
  • 01/2019 → 05/2024
    N/A
    Woodbridge, CT
  • 05/2025 → Present
    New York, NY
  • 03/2017 → 05/2024
    Citic Private Alternatives, Llc
    New York, NY
  • 11/2009 → 05/2024
    New York, NY
  • 05/2025 → Present
    Cio Group, Llc
    New York, NY
  • 06/2024 → 05/2025
    Self-Employed
    Sullivans Island, XX
  • 10/2017 → 05/2024
    Citi Private Bank
    New York, NY
  • 11/2009 → 09/2017
    Citi Private Bank
    New York, NY
Previous Registrations
  • 2013-09-05 → 2024-05-21
    New York, NY
    Stamford, CT
    Stamford, CT
    Stamford, CT
    New York, NY
    New York, NY
    Stamford, CT
    Tampa, FL
Other Businesses

2701 Palm LLC; Holds rental property; Investment-related; Isle of Palms, SC; Affiliation started 01/19/2018; Title/Duties: Owner; No time is devoted to the LLC during securities trading hours; 1 hour is devoted to the LLC each month outside of securities trading hours. ///// 3109 Marshall, LLC; Rental real estate; Investment-related; Sullivans Island, SC; Affiliation started 01/14/2103; Title: Member/Co-owner; Duties: None - managed by 3rd party property manager; No time is devoted to the LLC each month during securities trading hours; 2 hours are devoted to the LLC each month outside of securities trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-09-20
S65 Uniform Investment Adviser Law Examination 2013-09-04
  • S63 Uniform Securities Agent State Law Examination
    2013-09-20
  • S65 Uniform Investment Adviser Law Examination
    2013-09-04
Other Names
  • David Bailin
  • David Rabb Bailin

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