Maximiliano Luis Concepcion
Investment adviser representative at Citigroup Global Markets Inc.
11 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
11 years in the industry.
- Citigroup Global Markets Inc.Feb 2022 to now
- CitigroupNov 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Nov 2021
- CitibankNov 2017 to Aug 2018
- At&tSep 2017 to Nov 2017
- UnemployedMar 2017 to Aug 2017
- Deutsche BankNov 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2020
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
- 2640879
- Firm CRD
- 7059