Juan Guillermo Ramirez

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
FL	RA	APPROVED	2018-07-13

FL RA
APPROVED

Since 2018-07-13

Branch Locations

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

Boca Raton, 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

Organization	City	State	From	To
Citibank Na	Miami	FL	09/2006	Present
Citi International Financial Services Llc	San Juan	PR	03/2018	Present

09/2006 → Present

Citibank Na

Miami, FL
03/2018 → Present

Citi International Financial Services Llc

San Juan, PR

Other Businesses

RAMISA LLC; Investment-related; Nature: Rental Property.; Boca Raton, Florida; Started: November 30 ,2023.; Title: Co-Owner through a revocable Trust.; Duties: As a co-owner I will promote the seasonal rental of the property. ; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. /////

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-05-22

S65 Uniform Investment Adviser Law Examination

2018-05-22

View on SEC IAPD