Carlos Abel Bonilla
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$56BFirm assets
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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
10 years in the industry.
- Citigroup Global Markets Inc.Jun 2025 to now
- CitigroupJan 2022 to now
- InsigneoJul 2020 to Dec 2021
- VanguardAug 2018 to Jun 2020
- The Wharton School of the University of PennsylvaniaJun 2016 to Jul 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2025
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
- 5686730
- Firm CRD
- 7059