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Gislaine Cortez-Puch

Citigroup Global Markets Inc.

Miami, FL

Miami, FL

CRD 3082011

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Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-07-12
  • FL RA
    APPROVED
    Since 2019-07-12

Branch Locations

Citi Wealth Management, Sales 201 S. Biscayne Blvd, Fl 6, Miami, FL 33131 • United States

Miami, FL • 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
Epic Capital Securities Boca Raton FL 08/2016 03/2017
Unemployed Miami FL 03/2017 09/2017
Citi International Financial Services Llc Miami FL 07/2018 02/2019
Vectorglobal Wealth Management Miami FL 09/2017 07/2018
Citibank Na Miami FL 07/2018 02/2019
Citigroup Miami FL 02/2019 Present
  • 08/2016 → 03/2017
    Epic Capital Securities
    Boca Raton, FL
  • 03/2017 → 09/2017
    Unemployed
    Miami, FL
  • 07/2018 → 02/2019
    Citi International Financial Services Llc
    Miami, FL
  • 09/2017 → 07/2018
    Vectorglobal Wealth Management
    Miami, FL
  • 07/2018 → 02/2019
    Citibank Na
    Miami, FL
  • 02/2019 → Present
    Citigroup
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-10
  • S66 Uniform Combined State Law Examination
    2019-07-10
Other Names
  • Gislaine De Castro Cortez
  • Gislaine Cortez-Puch
  • Gislaine Cortez
  • Gislaine De Castro Cortez
  • Gislaine De Castro Cortez
  • Gislaine De Castro Cortez

View on SEC IAPD

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