Martha Ivette Rodriguez

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

• 01/2008 → 04/2018
  Citigroup
  Miami, FL
• 09/2018 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aventura, FL
• 04/2018 → 09/2018
  Unemployed
  Aventura, FL
• 11/2018 → 06/2021
  Bank Of America, N.A.
  Aventura, FL
• 06/2021 → 06/2022
  Unemployed
  Aventura, FL
• 06/2022 → Present
  Citigroup
  Miami, FL

Previous Registrations

• 2018-10-08 → 2021-06-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
  Aventura, FL
  Aventura, FL
  Fort Lauderdale, FL
  Aventura, FL
  New York, NY
  Fort Lauderdale, FL

Other Businesses

Rental Property - Aventura, FL; Investment-related; Started: 12/16/2021; Title: Landlord; Duties: Collect rent; No time is devoted each month during securities trading hours; 1 hour is devoted each month outside of securities trading hours;

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-07
• S63 Uniform Securities Agent State Law Examination
  2018-05-17

Other Names

• Martha Ivette Cam
• Martha Rodriguez
• Martha Ivette Rodriguez
• Martha I Cam
• Martha Cam
• Martha Gonzalez
• Martha Ocana Rodriguez