Felipe Restrepo

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

• 12/2015 → 05/2017
  Hallmark Capital Management
  Wayne, NJ
• 11/2017 → 01/2018
  Primerica Financial Services
  Miami, FL
• 01/2018 → 01/2018
  Pfs Investments Inc.
  Miami, FL
• 06/2017 → 11/2017
  Self Employed
  Miami, FL
• 01/2018 → 09/2018
  Templeton Franklin Investment Services,Inc.
  Coral Gables, FL
• 01/2018 → 09/2018
  Franklin Templeton Distributors, Inc
  Coral Gables, FL
• 09/2018 → 06/2023
  Citibank Na
  Miami, FL
• 09/2018 → 08/2022
  Citi International Financial Services Llc
  Miami, FL
• 06/2023 → Present
  Citigroup
  Miami, FL

Previous Registrations

• 2016-01-20 → 2017-05-25
  Valley Wealth Managers, Inc.
  Miami, FL
• 2014-06-19 → 2015-12-09
  Hsbc Securities (Usa) Inc.
  Miami, FL
  Miami, FL
  Miami Beach, FL
  Miami, FL
• 2013-10-24 → 2014-01-30
  Brickell Global Advisory, Inc.
  Miami, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-02-22
• S66 Uniform Combined State Law Examination
  2013-10-02