Best Investors Account Sign in

Kevin Benavente

Citigroup Global Markets Inc.

Miami, FL

CRD 7900210

Claim This Profile
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 2025-10-16
  • FL RA
    APPROVED
    Since 2025-10-16

Branch Locations

Citi Wealth Management, Service & Operations 201 S. Biscayne Blvd, Fl 6, 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
Citigroup Miami FL 04/2022 Present
Wells Fargo Bank, N.A. Coral Springs FL 01/2018 04/2022
Marshall's Coral Springs FL 11/2013 01/2019
  • 04/2022 → Present
    Citigroup
    Miami, FL
  • 01/2018 → 04/2022
    Wells Fargo Bank, N.A.
    Coral Springs, FL
  • 11/2013 → 01/2019
    Marshall's
    Coral Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-15
  • S66 Uniform Combined State Law Examination
    2025-10-15

View on SEC IAPD

More in Miami, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor