David Rabb Bailin

Employer firm

Cio Capital Group LLC CRD 336490

$40.1M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2017 → 01/2019
  Citi Private Bank
  New York, NY
• 01/2019 → 05/2024
  N/A
  Woodbridge, CT
• 05/2025 → Present
  Cio Capital Group, Llc
  New York, NY
• 03/2017 → 05/2024
  Citic Private Alternatives, Llc
  New York, NY
• 11/2009 → 05/2024
  Citigroup Global Markets Inc
  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
  Citigroup Global Markets Inc.
  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

• 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