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Dana Pineda

Citigroup Global Markets Inc.

Loxahatchee, FL

West Palm Beach, FL

Greenwich, CT

CRD 7717691

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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 2026-07-23
DC RA APPROVED 2025-03-13
NY RA APPROVED 2024-05-07
  • FL RA
    APPROVED
    Since 2026-07-23
  • DC RA
    APPROVED
    Since 2025-03-13
  • NY RA
    APPROVED
    Since 2024-05-07

Branch Locations

Loxahatchee, FL • United States

Citi Private Bank 777 S. Flagler Drive, Suite 1600 West, West Palm Beach, FL 33401 • United States

Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • 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 Washington DC 03/2014 Present
  • 03/2014 → Present
    Citigroup
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-23
  • S66 Uniform Combined State Law Examination
    2024-01-23

View on SEC IAPD

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