Best Investors Account Sign in

Andreas S Cafatti

Citigroup Global Markets Inc.

Miami, FL

Miami, FL

CRD 7480667

Claim This Profile
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:

Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-29
  • FL RA
    APPROVED
    Since 2023-09-29

Branch Locations

Miami, FL • United States

Citi Private Bank 201 S. Biscayne Blvd, Fl 31 Ste 3100 & Fl 33 Ste 3, Miami, FL 33131 • 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
Morgan Stanley Miami FL 12/2021 06/2023
Blackstreet Management Santiago 06/2018 09/2018
Deloitte Santiago 07/2019 09/2019
Harbor Ithaka Llc Miami FL 08/2021 11/2021
Ucla Recreation Los Angeles CA 04/2018 03/2020
Nido De Aguilas Santiago 06/2002 06/2017
University Of California, Los Angeles (Ucla) Los Angeles CA 09/2017 06/2021
Citigroup Global Markets Inc. Miami FL 08/2023 Present
  • 12/2021 → 06/2023
    Miami, FL
  • 06/2018 → 09/2018
    Blackstreet Management
    Santiago
  • 07/2019 → 09/2019
    Deloitte
    Santiago
  • 08/2021 → 11/2021
    Harbor Ithaka Llc
    Miami, FL
  • 04/2018 → 03/2020
    Ucla Recreation
    Los Angeles, CA
  • 06/2002 → 06/2017
    Nido De Aguilas
    Santiago
  • 09/2017 → 06/2021
    University Of California, Los Angeles (Ucla)
    Los Angeles, CA
  • 08/2023 → Present
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-11-22
S65 Uniform Investment Adviser Law Examination 2020-10-17
  • S63 Uniform Securities Agent State Law Examination
    2022-11-22
  • S65 Uniform Investment Adviser Law Examination
    2020-10-17
Other Names
  • Andreas S Cafatti
  • Andreas S Cafatti Mac-Niven
  • Andreas Cafatti

View on SEC IAPD

More in Miami, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor