Desi Gonzalez-Posada

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

• 03/2017 → 08/2021
  Wells Fargo Bank, Na
  Miami, FL
• 08/2021 → 09/2022
  Wells Fargo Clearing Services, Llc
  Hialeah Gardens, FL
• 03/2017 → 04/2019
  Cold Stone Creamery
  Miami Lakes, FL
• 05/2015 → 07/2017
  Miami Dade College
  Miami, FL
• 07/2017 → 12/2021
  Florida International University
  Miami, FL
• 10/2022 → Present
  Citigroup
  Miami, FL

Previous Registrations

• 2022-03-22 → 2022-10-06
  Wells Fargo Clearing Services, Llc
  North Miami, FL
  Hialeah Gardens, FL
  Coral Gables, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-03-19

Other Names

• Desi Gonzalez-Posada