Christian J Sotomayor
Investment adviser representative at Citigroup Global Markets Inc.
10 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
10 years in the industry.
- Citigroup Global Markets Inc.Dec 2025 to now
- CitigroupNov 2025 to now
- Hightech Payments LLCMay 2025 to Nov 2025
- Wholesale PaymentsApr 2025 to May 2025
- Tempal Enterprises LLCJan 2024 to Nov 2025
- Intuit IncJan 2023 to Apr 2025
- Centroamerica Media Hub LLC dba Apollo SbgMay 2022 to Jun 2025
- Blci Enterprises Corp dba Acumen CoffeeSep 2020 to Sep 2023
- Aragon Capital LLCSep 2018 to Mar 2025
- Morgan Stanley Private Bank, National AssociationMar 2016 to Sep 2018
- Morgan StanleyDec 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State 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
- 5761135
- Firm CRD
- 7059