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Marlene Eisen

Citigroup Global Markets Inc.

Hollywood, FL

Pembroke Pines, FL

Miami, FL

CRD 3233787

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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 2020-10-09
  • FL RA
    APPROVED
    Since 2020-10-09

Branch Locations

Cwm Retail, Sales 3800 S. Ocean Drive, Hollywood, FL 33019 • United States

Citi Retail Banking 18395 Pines Blvd, Pembroke Pines, FL 33029 • United States

Citi Wealth Management, Sales 13430 S.W. 120 Street, Miami, FL 33186 • 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 Global Markets Inc. Miami Beach FL 05/2007 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-30
S63 Uniform Securities Agent State Law Examination 2006-06-22
  • S66 Uniform Combined State Law Examination
    2020-09-30
  • S63 Uniform Securities Agent State Law Examination
    2006-06-22
Other Names
  • Marlene Leon

View on SEC IAPD

Nearby Firms

ASSOCIATED INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Nearby Investors

MITCHELL SILVEY
Evan DAVID Vladem
Logan Mondshein

Nearby Offices

ASSOCIATED INVESTOR SERVICES, INC. · FT. LAUDERDALE, FL
CETERA INVESTMENT ADVISERS LLC · HOLLYWOOD, FL
OSAIC WEALTH, INC. · FT. LAUDERDALE, FL

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