Elizabeth Fernandez

Citigroup Global Markets Inc.

CRD 6526912

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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

Authority	Category	Status	Date
FL	RA	APPROVED	2017-05-30

FL RA
APPROVED

Since 2017-05-30

Branch Locations

Citi Private Bank 201 S. Biscayne Blvd., 33Rd Floor, Miami, FL 33131 • United States

Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States

Miami, 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
Citi Private Bank Latin America	Miami	FL	03/2005	Present

03/2005 → Present

Citi Private Bank Latin America

Miami, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-05-26
S63	Uniform Securities Agent State Law Examination	2015-12-17

S65 Uniform Investment Adviser Law Examination

2017-05-26
S63 Uniform Securities Agent State Law Examination

2015-12-17

View on SEC IAPD

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