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Santiago Casella

Citigroup Global Markets Inc.

Key Biscayne, FL

Miami, FL

CRD 5939669

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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 2025-05-28
  • FL RA
    APPROVED
    Since 2025-05-28

Branch Locations

Key Biscayne, 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
Morgan Stanley Miami FL 03/2015 07/2021
Citibank , N.A New York NY 08/2022 Present
Insead Fontainebleau 08/2021 06/2022
Itau Sao Paulo 07/2022 08/2022
  • 03/2015 → 07/2021
    Morgan Stanley
    Miami, FL
  • 08/2022 → Present
    Citibank , N.A
    New York, NY
  • 08/2021 → 06/2022
    Insead
    Fontainebleau
  • 07/2022 → 08/2022
    Itau
    Sao Paulo
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-11
S63 Uniform Securities Agent State Law Examination 2012-07-09
  • S65 Uniform Investment Adviser Law Examination
    2013-11-11
  • S63 Uniform Securities Agent State Law Examination
    2012-07-09
Other Names
  • Santiago Lopez Casella
  • Santiago Lopez Casella

View on SEC IAPD

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