Manuel Munoz

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

• 06/2012 → 03/2018
  Global Investor Services
  Miami, FL
• 11/2015 → 02/2019
  Insigneo Wealth Advisors
  Miami, FL
• 01/2019 → 01/2023
  Insigneo Advisory Services, Llc
  Miami, FL
• 03/2023 → Present
  Citigroup
  Miami, FL

Previous Registrations

• 2019-02-12 → 2023-03-14
  Insigneo Advisory Services, Llc
  Miami, FL
• 2016-02-01 → 2019-02-19
  Insigneo Wealth Advisors, Llc
  Miami, FL
• 2005-03-07 → 2005-11-04
  Morgan Stanley Dw Inc.
  Miami, FL

Other Businesses

OA name: PAUSANTELL LLC, Nature: Consulting (Investment-related: No, Location: Plantation, FL, started 05/11/2023), Title: President, Duties: Provide advise to people that are learning to play tennis for fun, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-14
• S63 Uniform Securities Agent State Law Examination
  2004-10-29

Other Names

• Manuel Patricio Munoz