Joshua Hincapie

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 07/2023
  Deutsche Bank Securities Inc
  New York, NY
• 07/2016 → 07/2023
  Deutsche Bank Trust Company Am
  New York, NY
• 07/2023 → Present
  Citigroup
  New York, NY

Other Businesses

Punto Rojo Cafe; Not Investment-related; Nature: Punto Rojo is an authentic Colombian restaurant and café located in Glen Cove, NY. The business derives its income from selling Colombian cuisine and pastries.; Glen Cove, NY.; Started: May 4, 2024.; Title: Server.; Duties: Handle cash register, serve tables, and prepare orders.; 0. hours are devoted each month during securities trading hours; 6-10. hours are devoted each month outside of securities trading hours. /////

Exams

• S66 Uniform Combined State Law Examination
  2023-10-07
• S63 Uniform Securities Agent State Law Examination
  2018-12-20

Other Names

• Joshua David Hincapie
• Josh Hincapie
• Josue Hincapie
• Josue David Hincapie