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Antonio Mora

Citigroup Global Markets Inc.

Greenwich, CT

Miami, FL

Coconut Grove, FL

CRD 7587566

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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 2022-10-14
  • FL RA
    APPROVED
    Since 2022-10-14

Branch Locations

Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States

Citi Private Bank 201 S. Biscayne Blvd., 33Rd Floor, Miami, FL 33131 • United States

Coconut Grove, FL • 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
Goizueta Business School Atlanta GA 08/2020 06/2022
Digitalbridge New York NY 06/2021 08/2021
Citigroup Miami FL 07/2022 Present
Unemployed Miami FL 05/2012 07/2020
  • 08/2020 → 06/2022
    Goizueta Business School
    Atlanta, GA
  • 06/2021 → 08/2021
    Digitalbridge
    New York, NY
  • 07/2022 → Present
    Citigroup
    Miami, FL
  • 05/2012 → 07/2020
    Unemployed
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-12
  • S66 Uniform Combined State Law Examination
    2022-10-12

View on SEC IAPD

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