Carlos Rodriguez Aspirichaga

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

• 06/2015 → 06/2018
  J.P. Morgan Securities Llc
  Miami, FL
• 06/2018 → 10/2025
  Ubs Financial Services Inc
  Miami, FL
• 11/2025 → Present
  Citigroup
  Miami, FL

Previous Registrations

• 2018-07-02 → 2025-10-27
  Ubs Financial Services Inc.
  Miami, FL
  Miami, FL
  Houston, TX

Other Businesses

Rodben Properties One, LLC / Other / Rental of an apartment owned by me and my wife through a Florida LLC. / Address of apartment: Miami FL 33130 / Owns an apartment in Miami / Proprietor / owner / member

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-27
• S63 Uniform Securities Agent State Law Examination
  2011-01-14

Other Names

• Carlos Rodriguez Aspirichaga
• Carlos Aspirichaga
• Carlosrodriguez Aspirichaga