Lewis Cabrera
Investment adviser representative at Citigroup Global Markets Inc.
16 yearsExperience
3 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
16 years in the industry.
- Citigroup Global Markets Inc.Aug 2020 to now
- CitigroupJul 2018 to now
- Lendi, LLCAug 2017 to now
- J.P. Morgan Securities LLCOct 2012 to Jul 2018
- JPMorgan Chase BankDec 2010 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (CT, NJ, 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
- 5987496
- Firm CRD
- 7059