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Diego Moretti Xavier De Aguiar

Citigroup Global Markets Inc.

Miami, FL

New York, NY

CRD 7046214

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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 2019-09-11
  • FL RA
    APPROVED
    Since 2019-09-11

Branch Locations

201 South Biscayne Blvd 6Th Fl., Miami, FL 33131 • 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
Citibank Na Miami FL 07/2015 01/2019
Citi International Financial Services Llc Miami FL 06/2020 Present
Citigroup Global Markets International Miami FL 01/2019 Present
  • 07/2015 → 01/2019
    Citibank Na
    Miami, FL
  • 06/2020 → Present
    Citi International Financial Services Llc
    Miami, FL
  • 01/2019 → Present
    Citigroup Global Markets International
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-01
  • S66 Uniform Combined State Law Examination
    2019-08-01
Other Names
  • Diego Moretti
  • Diego Moretti Xavier De Aguiar

View on SEC IAPD

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