Best Investors Account Sign in

Tomas Daniel De Las Carreras

Citigroup Global Markets Inc.

Miami, FL

Key Biscayne, FL

CRD 7446765

Claim This Profile
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 2022-10-12
  • FL RA
    APPROVED
    Since 2022-10-12

Branch Locations

Citi Private Bank 201 S. Biscayne Blvd, Fl 31 Ste 3100 & Fl 33 Ste 3, Miami, FL 33131 • United States

Key Biscayne, 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
OrganizationCityStateFromTo
Citibank Na Miami FL 09/2021 Present
Citibanamex Mexico 11/2014 08/2021
  • 09/2021 → Present
    Citibank Na
    Miami, FL
  • 11/2014 → 08/2021
    Citibanamex
    Mexico
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-11
  • S66 Uniform Combined State Law Examination
    2022-10-11
Other Names
  • Tomas Daniel Delascarreras

View on SEC IAPD

More in Miami, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor