Carlos Chamon

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:

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

Current Employers

Employment History

• 10/2012 → 05/2021
  Jpmorgan Securities Llc
  New York, NY
• 11/2016 → 05/2021
  Jpmorgan Chase Bank Na
  New York, NY
• 06/2021 → 06/2025
  Banco Itau International
  Miami, FL
• 06/2021 → 06/2025
  Itau International Securities
  Miami, FL
• 06/2025 → Present
  Citigroup Global Markets Inc.
  Miami, FL

Previous Registrations

• 2011-05-05 → 2012-11-15
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  New York, NY
• 2009-06-01 → 2009-12-16
  Morgan Stanley
  Miami, FL
• 2007-02-07 → 2009-06-01
  Morgan Stanley & Co. Llc
  Miami, FL
• 2004-05-06 → 2007-02-15
  Lehman Brothers Inc.
  Miami, FL
  Miami, FL

Other Businesses

Entity Name: Ipanema 2 LLC Investment related: Yes Address: Scarsdale, NY Nature of the other business: Investment in real estate and properties Position/Title/Relationship: Owner Start Date: 23-Jan-2020 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owner

Exams

• S66 Uniform Combined State Law Examination
  2025-08-04

Other Names

• Carlos Alberto Estefam Chamon
• Carlos A E Chamon
• Carlos Chamon