Carlos Mauricio Ocampo

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

• 09/2014 → Present
  Citibank
  Glendale, CA

Other Businesses

PARCERO ENTERTAINMENT, NOT INVESTMENT RELATED, 331 W DORAN ST UNIT 124, GLENDALE, CA 91203, DJ SERVICES, DEEJAY, OWNER, 12/12/2012, 2 HOURS PER MONTH, ZERO, I OFFER DJ SERVICES FOR WEDDINGS./// Instacart ; Not Investment-related; Nature: Personal Shopper; Los Angeles, CA; Started: September 26, 2018; Title: Driver; Duties: Grocery Shopping Delivery; No time is devoted each month during securities trading hours; 41+ hours are devoted each month outside of securities trading hours./// ROVER.COM; Not Investment-related; Nature: Dog boarding or dog walking service ; Glendale, CA; Started: November 1, 2024; Title: Dog Sitter; Duties: Caring for dogs for people that need assistance while on vacation; No time is devoted each month during securities trading hours; 41+ hours are devoted each month outside of securities trading hours.///

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-26
• S63 Uniform Securities Agent State Law Examination
  2023-02-13

Other Names

• Carlos Mauricio Ocampo Sanchez