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Rodrigo Estevao Alencar

Citigroup Global Markets Inc.

Miami, FL

Miami, FL

CRD 3244945

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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
TX RA APPROVED_RES 2025-05-28
FL RA APPROVED 2018-09-05
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • FL RA
    APPROVED
    Since 2018-09-05

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
Citigroup Miami FL 05/2013 Present
  • 05/2013 → Present
    Citigroup
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-31
  • S66 Uniform Combined State Law Examination
    2018-08-31
Other Names
  • Rodrigo Estevao Alencar

View on SEC IAPD

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