Ramon Jose Pacios
Investment adviser representative at Citigroup Global Markets Inc.
17 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Citigroup Global Markets Inc.Oct 2025 to now
- CitigroupSep 2025 to now
- Truist Advisory Services, IncOct 2021 to Jul 2025
- Truist Investment Services, IncOct 2021 to Jul 2025
- UnemployedAug 2021 to Oct 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2021
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 yearsIn 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
- 2338872
- Firm CRD
- 7059