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Paul Alan Giscard

Citigroup Global Markets Inc.

Miami, FL

Miami, FL

CRD 3230130

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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 2014-03-13
  • FL RA
    APPROVED
    Since 2014-03-13

Branch Locations

Cpwm, 201 S. Biscayne Blvd 5Th Fl/Ste 530 & 6Th Fl/Ste 600, 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
Citigroup Miami FL 10/2013 Present
  • 10/2013 → Present
    Citigroup
    Miami, FL
Other Businesses

//Aureon Holdings LLC,Florida,Miami-Dade County; Investment Related: N; Started: 2026-08-24; Title: Owner; Duties: Passive owner of residential rental properties. Responsibility limited to oversight and approval. Day to day management are handled by an independent property manager, ; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5//

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-11
  • S66 Uniform Combined State Law Examination
    2014-03-11
Other Names
  • Paul A Giscard

View on SEC IAPD

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