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Bernardo Carabelli

Citigroup Global Markets Inc.

Miami, FL

Miami, FL

CRD 7517020

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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 2022-06-22
  • FL RA
    APPROVED
    Since 2022-06-22

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
Citigroup Miami FL 03/2022 Present
Intellego Health Llc Daytona Beach FL 12/2021 03/2022
Bolfootball Llc South Miami FL 03/2021 11/2021
Intellego Health Llc Daytona Beach FL 12/2018 03/2021
Rollins College Winter Park FL 01/2018 05/2019
Stetson University Deland FL 01/2014 12/2017
United States Tennis Association Orlando FL 05/2018 08/2018
  • 03/2022 → Present
    Citigroup
    Miami, FL
  • 12/2021 → 03/2022
    Intellego Health Llc
    Daytona Beach, FL
  • 03/2021 → 11/2021
    Bolfootball Llc
    South Miami, FL
  • 12/2018 → 03/2021
    Intellego Health Llc
    Daytona Beach, FL
  • 01/2018 → 05/2019
    Rollins College
    Winter Park, FL
  • 01/2014 → 12/2017
    Stetson University
    Deland, FL
  • 05/2018 → 08/2018
    United States Tennis Association
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-21
  • S66 Uniform Combined State Law Examination
    2022-06-21

View on SEC IAPD

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