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Willem Otto Anton Smit

Citigroup Global Markets Inc.

Miami, FL

Miami Beach, FL

Miami Beach, FL

CRD 2376149

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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
TX RA APPROVED_RES 2025-05-28
FL RA APPROVED 2007-05-29
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • FL RA
    APPROVED
    Since 2007-05-29

Branch Locations

Citi Wealth Management, Sales 201 S. Biscayne Blvd, Suite 100, Miami, FL 33131 • United States

Citi Retail Banking 1824 Alton Road, Suite C, Miami Beach, FL 33139 • United States

Miami Beach, 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
Citigroup Global Markets Inc. Miami Beach FL 05/2007 Present
Previous Registrations
  • 2003-02-12 → 2007-05-29
    Citicorp Investment Services
    Miami Beach, FL
    Miami Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-09-25
S63 Uniform Securities Agent State Law Examination 1993-07-20
  • S65 Uniform Investment Adviser Law Examination
    2002-09-25
  • S63 Uniform Securities Agent State Law Examination
    1993-07-20
Other Names
  • Wim Smit
  • Wim Otto Anton Smit

View on SEC IAPD

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