Marisol Sanchez-Taboada

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

• 04/2018 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntington Station, NY
• 04/2018 → 06/2022
  Bank Of America, N.A.
  Huntington Station, NY
• 05/2016 → 04/2018
  Pnc Bank
  Garden City, NY
• 08/2022 → Present
  Citigroup
  Brentwood, NY

Previous Registrations

• 2018-04-23 → 2022-08-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntington Station, NY
  Melville, NY
  Islip, NY
  Melville, NY
  West Islip, NY
• 2015-02-27 → 2016-06-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Medford, NY
  Huntington Station, NY
  Hauppauge, NY
• 2014-05-19 → 2015-01-14
  Edward Jones
  Medford, NY
  St James, NY
  St Louis, MO
• 2010-02-23 → 2014-05-21
  First Empire Asset Management, Inc
  Hauppauge, NY
• 2008-07-29 → 2009-02-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2008-07-24

Other Names

• Marisol Sanchez
• Marisol Taboada
• Marisol Cocuzza
• M Sanchez-Taboada