Fernanda Martins Simoes

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

• 01/2016 → 10/2017
  Morgan Stanley
  Houston, TX
• 11/2017 → 10/2018
  Unemployed
  Miami, FL
• 11/2018 → 08/2019
  Avenue Securities
  Miami, FL
• 09/2019 → 04/2021
  Itau International Securities
  Miami, FL
• 04/2021 → 08/2025
  Jpmorgan Chase Bank Na
  Miami, FL
• 04/2021 → 08/2025
  Jpmorgan Securities Llc
  Miami, FL
• 10/2025 → Present
  Citigroup
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-26
• S63 Uniform Securities Agent State Law Examination
  2021-05-26

Other Names

• Fernanda Pereira Leite Martins
• Fernanda M Schneikerlemos
• Fernanda P Martins
• F Martinsschneikerle
• Fernan Pereiraleitemartin
• Fernanda Martins Schneiker Lemos
• Fernanda Martinsschneikerlemos