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Pedro Alberto Marquez

Citigroup Global Markets Inc.

Houston, TX

Miami, FL

Katy, TX

CRD 6145798

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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
TX RA APPROVED 2013-04-23
  • TX RA
    APPROVED
    Since 2013-04-23

Branch Locations

Cwm Retail, Sales 2700 Post Oak Blvd, Suite 520, Houston, TX 77056 • United States

Cpwm, 201 S. Biscayne Blvd 5Th Fl/Ste 530 & 6Th Fl/Ste 600, Miami, FL 33131 • United States

Katy, TX • 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 Houston TX 12/2012 Present
  • 12/2012 → Present
    Citibank
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-22
  • S66 Uniform Combined State Law Examination
    2013-04-22

View on SEC IAPD

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