Ernesto Antonio Alvarez
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.Jul 2020 to now
- JPMorgan Chase Bank, N.A.Jun 2019 to now
- JPMorgan Securities, LLCJun 2019 to now
- UnemployedSep 2018 to May 2019
- Cetera Investment Services LLCDec 2017 to Aug 2018
- East West BankNov 2017 to Aug 2018
- Idb Capital Corp.Oct 2016 to Jul 2017
- Israel Discount Bank of New YorkOct 2016 to Jul 2017
- Civil Smith 4ten Group, Inc.Dec 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2787959
- Firm CRD
- 7059