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Guillermo Said Sotelo Baizan

Citigroup Global Markets Inc.

Fountain Valley, CA

Hermosa Beach, CA

Anaheim, CA

Anaheim, CA

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-28
  • CA RA
    APPROVED
    Since 2025-04-28

Branch Locations

Cwm Retail, Sales 17400 Brookhurst Street, Suite 102, Fountain Valley, CA 92708 • United States

Citi Wealth Management, Service/Operations 81 Pier Ave, Hermosa Beach, CA 90254 • United States

Anaheim, CA • United States

Anaheim, CA • 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
Morgan Stanley Long Beach CA 03/2024 02/2025
California State University Long Beach Long Beach CA 08/2020 07/2024
Walnut Village Orange County Retirement Community Anaheim CA 11/2021 09/2023
Walnut Village Orange County Retirement Community Anaheim CA 11/2017 11/2021
Villa Valencia Healthcare Center Laguna Hills CA 11/2013 11/2017
Orange Coast College Costa Mesa CA 08/2017 05/2020
Morgan Stanley Long Beach CA 02/2025 04/2025
Citigroup Fountain Valley CA 04/2025 Present
  • 03/2024 → 02/2025
    Morgan Stanley
    Long Beach, CA
  • 08/2020 → 07/2024
    California State University Long Beach
    Long Beach, CA
  • 11/2021 → 09/2023
    Walnut Village Orange County Retirement Community
    Anaheim, CA
  • 11/2017 → 11/2021
    Walnut Village Orange County Retirement Community
    Anaheim, CA
  • 11/2013 → 11/2017
    Villa Valencia Healthcare Center
    Laguna Hills, CA
  • 08/2017 → 05/2020
    Orange Coast College
    Costa Mesa, CA
  • 02/2025 → 04/2025
    Morgan Stanley
    Long Beach, CA
  • 04/2025 → Present
    Citigroup
    Fountain Valley, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-14
  • S66 Uniform Combined State Law Examination
    2025-02-14
Other Names
  • Guillermo Sotelo
  • Guillermo Said Sotelo
  • Guillermo S Sotelo Baizan

View on SEC IAPD

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Other Investors

EDWIN VAN ES
GABRIEL MARTIN
Blal Said
ELIJAH GRANT GOBLE
CHARLOTTE HUANG
WILLIAM ARTHUR OSLAND
JEFFERY GR GOBLE
GIESELLA ANNE EARLEY

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Fountain Valley, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOUNTAIN VALLEY, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · Fountain Valley, CA
PERENNIAL FINANCIAL SERVICES · Fountain Valley, CA
WELLS FARGO CLEARING SERVICES, LLC · FOUNTAIN VALLEY, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fountain Valley, CA
LPL FINANCIAL LLC · FOUNTAIN VALLEY, CA
LPL FINANCIAL LLC · FOUNTAIN VALLEY, CA

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