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Andreina Rodriguez Confortti

Citigroup Global Markets Inc.

Miami, FL

Miami, FL

CRD 6934357

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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 2021-04-06
  • FL RA
    APPROVED
    Since 2021-04-06

Branch Locations

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

Miami, 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
OrganizationCityStateFromTo
Citi Interntional Financial Services Llc Miami FL 05/2017 08/2018
Bancredito International Bank, Corp San Juan PR 09/2015 05/2017
Citibank Na Miami FL 08/2018 Present
Citi International Financial Services Llc Miami FL 08/2018 Present
  • 05/2017 → 08/2018
    Citi Interntional Financial Services Llc
    Miami, FL
  • 09/2015 → 05/2017
    Bancredito International Bank, Corp
    San Juan, PR
  • 08/2018 → Present
    Citibank Na
    Miami, FL
  • 08/2018 → Present
    Citi International Financial Services Llc
    Miami, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-04-05
S66 Uniform Combined State Law Examination 2021-02-02
  • S63 Uniform Securities Agent State Law Examination
    2023-04-05
  • S66 Uniform Combined State Law Examination
    2021-02-02
Other Names
  • Andreina Gabriela Rodriguez

View on SEC IAPD

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