Andres S Ramirez

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

• 09/2012 → Present
  Citigroup Global Markets Inc
  New York, NY

Other Businesses

Rental Property - Port Chester, NY; Investment-related; Affiliation started 04/01/2014; Title: Owner; Duties: Manage expenses of the property; No time is devoted to the rental each month during security trading hours; 1 hour is devoted to the rental each month outside of security trading hours. ////// Rental Property - Norwalk, CT; Investment-related; Affiliation started 09/21/2016; Title: Owner; Duties: Manage expenses of the property; No time is devoted to the rental each month during security trading hours; 1 hour is devoted to the rental each month outside security trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-19
• S63 Uniform Securities Agent State Law Examination
  2013-03-22