Gustavo Cortes
Investment adviser representative at Citigroup Global Markets Inc.
13 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
13 years in the industry.
- Citigroup Global Markets Inc.Jan 2020 to now
- J.P. Morgan Securities LLCJul 2019 to Jan 2020
- JPMorgan Chase Bank, N.A.Jul 2019 to Jan 2020
- HSBC Bank USA N.A.Dec 2018 to Mar 2019
- UberMay 2018 to Nov 2019
- LyftMay 2018 to Oct 2019
- Wells Fargo Clearing Services, LLC.Jun 2017 to Dec 2018
- Wells Fargo Bank NAMay 2017 to Dec 2018
- HSBC Bank USA N.A.Sep 2013 to May 2017
- HSBC Securities (USA) Inc.Sep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined 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
- 5773134
- Firm CRD
- 7059