Luis Fernando Rodriguez
Investment adviser representative at Citigroup Global Markets Inc.
19 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
19 years in the industry.
- Citigroup Global Markets Inc.Mar 2026 to now
- CitigroupNov 2025 to now
- Wells Fargo Clearing Services, LLCDec 2022 to Nov 2025
- Wells Fargo Bank, NAApr 2021 to Nov 2025
- Bank of America NAAug 2019 to Apr 2021
- Executive National Bank NAJul 2018 to Jun 2019
- JPMorgan Chase & CoAug 2007 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
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
- 4090889
- Firm CRD
- 7059