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Maria De Lourdes Blotner

Citigroup Global Markets Inc.

Tampa, FL

New York, NY

CRD 7411011

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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
FL RA APPROVED 2022-04-14
  • FL RA
    APPROVED
    Since 2022-04-14

Branch Locations

3800 Citigroup Center Drive, Tampa, FL 33610 • United States

388 Greenwich Street Tower Building, New York, NY 10013 • 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
Citigroup Tampa FL 10/2014 Present
  • 10/2014 → Present
    Citigroup
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-14
  • S66 Uniform Combined State Law Examination
    2022-02-14
Other Names
  • Maria De Lourdes Alago
  • Maria De Lourdes Blotner

View on SEC IAPD

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