Giann Piero Cannata

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

• 02/2016 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 08/2022 → 08/2025
  Raymond James & Associates, Inc.
  Miami, FL
• 10/2025 → Present
  Citigroup
  Miami, FL

Previous Registrations

• 2022-08-29 → 2025-08-07
  Raymond James & Associates, Inc.
  Coral Gables, FL
  Miami, FL
• 2016-02-29 → 2022-08-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL

Other Businesses

(2)Name of Business: The Cannata Family Trust I Address: 1435SW 102nd PL, Miami, FL, 33174, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 05/14/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm the trustee and beneficiary of my fathers trust for family estate planning purposes. Investments account are in the process of being transferred here to RJ. The acct numbers here are 152PR645 and 851VL871///Approved Activity: Rental Property Doral, FL//Is the outside business investment-related, per the definition given below? YES//What is the date the rental/real estate affiliation started? 09/09/2025//What is your title? Owner//What are your duties? No duties, I have a property manager that deals with the lease. Property is held in the Giann Piero Cannata Trust.//How many hours do you devote to the outside business each month during securities trading hours?0//How many hours do you devote to the outside business each month outside of securities trading hours? 0 Approved Activity: Rental Property Miami, FL//Is the outside business investment-related, per the definition given below? YES//What is the date the rental/real estate affiliation started? 07/22/2025//What is your title? Owner//What are your duties? No duties, I have a property manager that deals with the lease. Property is held in the Giann Piero Cannata Trust.//How many hours do you devote to the outside business each month during securities trading hours? 0//How many hours do you devote to the outside business each month outside of securities trading hours? 0

Exams

• S66 Uniform Combined State Law Examination
  2015-05-18