Steven C Wieting
Investment adviser representative at Cio Capital Group LLC
30 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
30 years in the industry.
- Cio Capital Group LLCAug 2025 to now
- Cio Group LLCAug 2025 to now
- Citi Private Alternatives, LLCMar 2017 to Jul 2025
- Citigroup Global Markets Inc.Aug 1996 to Jul 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2803063
- Firm CRD
- 336490