David Rabb Bailin
Investment adviser representative at Cio Capital Group LLC
17 yearsExperience
1 stateRegistered in
$40.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Cio Capital Group, LLCMay 2025 to now
- Cio Group, LLCMay 2025 to now
- Self-employedJun 2024 to May 2025
- N/aJan 2019 to May 2024
- Citic Private Alternatives, LLCMar 2017 to May 2024
- Citi Private BankNov 2009 to May 2024
- Citigroup Global Markets IncNov 2009 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cio Capital Group LLC
$40.1MAssets managed
7Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2005301
- Firm CRD
- 336490