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Cenovio Dejesus Melendez

Investment adviser representative at Citigroup Global Markets Inc.
18 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

18 years in the industry.

  1. Citigroup Global Markets Inc.Apr 2021 to now
  2. CitigroupMar 2021 to now
  3. Wells Fargo Clearing Services, LLCNov 2016 to Mar 2021
  4. Wells Fargo Advisors LLCMay 2016 to Nov 2016
  5. Wells Fargo Bank, NAJun 2008 to Mar 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
6652550
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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