Aroldo Balbino
Investment adviser representative at Citigroup Global Markets Inc.
8 yearsExperience
2 statesRegistered 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
8 years in the industry.
- Citigroup Global Markets Inc.Jun 2021 to now
- Uber Technologies IncMay 2021 to Jun 2021
- UnemployedNov 2020 to May 2021
- Ucap Asset ManagementSep 2020 to Oct 2020
- Ucap SecuritiesSep 2020 to Oct 2020
- UBSDec 2013 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (IA, NY).
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
- 4868172
- Firm CRD
- 7059