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Maria Veronica Marcano pereira

Investment adviser representative at Citigroup Global Markets Inc.
6 yearsExperience
1 stateRegistered in
CFADesignation
$56BFirm assets

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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

6 years in the industry.

  1. Citigroup Global Markets Inc.Sep 2021 to now
  2. CitigroupJul 2021 to now
  3. Db USA Core CorporationMar 2021 to Jun 2021
  4. Deutsche Bank Trust Company Americas (affiliate of Dbsi)Mar 2019 to Mar 2021
  5. Deutsche Bank Securities IncDec 2015 to Jun 2021

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2018

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
6594425
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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