Mario Andres Valenzuela

Citigroup Global Markets Inc.

CRD 7619227

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-13

TX RA
APPROVED

Since 2024-11-13

Branch Locations

Brookshire, TX • United States

Citi Private Bank 2700 Post Oak Boulevard, Suite 500, Houston, TX 77056 • United States

Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • 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

Organization	City	State	From	To
Citibank	Manhattan	NY	01/2022	Present
Santander Bank	Queens	NY	05/2019	11/2021
Equivida (Life Insurance Company)	Guayaquil		09/2015	06/2018
Full-Time Student	Queens	NY	06/2018	12/2018
Unemployed	Queens	NY	01/2019	05/2019

01/2022 → Present

Citibank

Manhattan, NY
05/2019 → 11/2021

Santander Bank

Queens, NY
09/2015 → 06/2018

Equivida (Life Insurance Company)

Guayaquil
06/2018 → 12/2018

Full-Time Student

Queens, NY
01/2019 → 05/2019

Unemployed

Queens, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-17

S66 Uniform Combined State Law Examination

2023-03-17

View on SEC IAPD

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