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Allyne Miranda Pascoal

Citigroup Global Markets Inc.

New York, NY

Port Monmouth, NJ

CRD 4820549

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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
NY RA APPROVED 2021-08-17
  • NY RA
    APPROVED
    Since 2021-08-17

Branch Locations

Citi Wealth Management, Nic 153 E. 53Rd St, Fl 25, New York, NY 10022 • United States

Port Monmouth, NJ • 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
Citibank N.A. Miami FL 04/2009 Present
  • 04/2009 → Present
    Citibank N.A.
    Miami, FL
Other Businesses

Rental Property - Miami, FL; Investment-related; Started: 01/01/2014; Title: Owner; Duties: Property Owner; 0 hours are devoted each month during securities trading hours; 1 hours are devoted each month outside of securities trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-07-01
  • S63 Uniform Securities Agent State Law Examination
    2005-07-01

View on SEC IAPD

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