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Brandon Bernardo

Citigroup Global Markets Inc.

San Antonio, TX

Bay Shore, NY

San Antonio, TX

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-04-05
  • TX RA
    APPROVED
    Since 2018-04-05

Branch Locations

Citi Wealth Management, Supervision 100 Citibank Dr, Bldg 2, San Antonio, TX 78245 • United States

Citi Wealth Management, Supervision 77 E Main Street, 2Nd Fl, Bay Shore, NY 11706 • United States

San Antonio, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade San Antonio TX 06/2014 03/2018
University Of Texas At San Antonio San Antonio TX 08/2013 12/2016
Citigroup San Antonio TX 03/2018 Present
  • 06/2014 → 03/2018
    Scottrade
    San Antonio, TX
  • 08/2013 → 12/2016
    University Of Texas At San Antonio
    San Antonio, TX
  • 03/2018 → Present
    Citigroup
    San Antonio, TX
Previous Registrations
  • 2017-04-07 → 2018-03-09
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-07
  • S66 Uniform Combined State Law Examination
    2017-04-07
Other Names
  • Brandon Bernardo
  • Brandon D Bernardo

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1900 WEALTH
ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
ULRICH INVESTMENT CONSULTANTS

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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