Catalina Sanchez
Investment adviser representative at Cibest Capital Advisory Services LLC
11 yearsExperience
1 stateRegistered in
$374.8MFirm assets
4 yearsFirm in business
Are you Catalina Sanchez? 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Cibest Capital Advisory Services LLCMay 2023 to now
- Cibest Capital Securities LLCMay 2023 to now
- Citi International Financial Services LLCApr 2021 to Apr 2023
- Citibank, NAApr 2021 to Apr 2023
- Citigroup Global Markets IncApr 2021 to Apr 2023
- Wells Fargo Clearing Services, LLCApr 2017 to Mar 2021
- Oppenheimer & Co. Inc.Apr 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cibest Capital Advisory Services LLC
$374.8MAssets managed
462Clients
9Advisers
4 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
- 6481269
- Firm CRD
- 317663