Felipe Restrepo
Investment adviser representative at Citigroup Global Markets Inc.
11 yearsExperience
2 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
11 years in the industry.
- CitigroupJun 2023 to now
- Citigroup Global Markets Inc.Apr 2019 to now
- Citibank NASep 2018 to Jun 2023
- Citi International Financial Services LLCSep 2018 to Aug 2022
- Franklin Templeton Distributors, IncJan 2018 to Sep 2018
- Templeton Franklin Investment Services,inc.Jan 2018 to Sep 2018
- Pfs Investments Inc.Jan 2018 to Jan 2018
- Primerica Financial ServicesNov 2017 to Jan 2018
- Self EmployedJun 2017 to Nov 2017
- Hallmark Capital ManagementDec 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 6191466
- Firm CRD
- 7059