Colter David Decoste

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-09-09

Branch Locations

Citi Wealth Management, Investment 201 S. Biscayne Blvd., 6Th Fl, Miami, FL 33131 • United States

New York, NY • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Citigroup	New York	NY	01/2022	Present
The Ohio State University - Fisher College Of Business	Columbus	OH	08/2020	05/2021
North River Shores Tennis Club	Stuart	FL	06/2021	12/2021
Stetson University	Deland	FL	08/2016	05/2020
Quadreal Property Group	Vancouver		06/2018	08/2018
Quadreal Property Group	Vancouver		06/2017	08/2017

01/2022 → Present

Citigroup

New York, NY
08/2020 → 05/2021

The Ohio State University - Fisher College Of Business

Columbus, OH
06/2021 → 12/2021

North River Shores Tennis Club

Stuart, FL
08/2016 → 05/2020

Stetson University

Deland, FL
06/2018 → 08/2018

Quadreal Property Group

Vancouver
06/2017 → 08/2017

Quadreal Property Group

Vancouver

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-09
S63	Uniform Securities Agent State Law Examination	2023-05-13

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