Isabella Adlouni

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

Authority	Category	Status	Date
FL	RA	APPROVED	2019-03-28

FL RA
APPROVED

Since 2019-03-28

Branch Locations

Citi Private Bank 3800 Citigroup Center Drive, Bldg. A, Fl 1, Tampa, FL 33610 • United States

Saint Petersburg, 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

Organization	City	State	From	To
Leumi Investment Services Inc	New York	NY	06/2015	12/2017
Raymond James & Associates	St Petersburg	FL	01/2018	03/2019
Citigroup	Tampa	FL	03/2019	Present

06/2015 → 12/2017

Leumi Investment Services Inc

New York, NY
01/2018 → 03/2019

Raymond James & Associates

St Petersburg, FL
03/2019 → Present

Citigroup

Tampa, FL

Previous Registrations

2018-02-05 → 2019-03-07

Raymond James & Associates, Inc.

St. Petersburg, FL
2016-09-19 → 2018-01-16

Valley Financial Management, Inc.

New York, NY

Other Businesses

Rental Property - St. Petersburg, FL; Investment-related; Affiliation started on 09/01/2021; Title Owner; Duties: owner of rental property; 0 hours devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-08-17

S66 Uniform Combined State Law Examination

2016-08-17

Other Names

Isabella Mates
Isabella Caterina Mates

View on SEC IAPD