David Yepez
Investment adviser representative at Citigroup Global Markets Inc.
12 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you David Yepez? Claim your profile
Contact this firm
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
12 years in the industry.
- Citigroup Global Markets Inc.Sep 2023 to now
- CitigroupJul 2023 to now
- Efg Capital International CorpSep 2021 to Jul 2023
- Citi International Financial Services LLCJan 2021 to Sep 2021
- CitibankJan 2021 to Sep 2021
- CitigroupJul 2018 to Sep 2021
- J.P. Morgan Securities LLCJul 2014 to Jul 2018
- JPMorgan Chase Bank NAJul 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 5712886
- Firm CRD
- 7059