Felix Ortiz
Investment adviser representative at Citigroup Global Markets Inc.
8 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
8 years in the industry.
- Citigroup Global Markets Inc.Jan 2025 to now
- CitigroupNov 2024 to now
- Wells Fargo Bank, NAMay 2024 to Oct 2024
- Wells Fargo Clearing Services, LLCMay 2024 to Oct 2024
- LPL Financial LLCMay 2023 to Apr 2024
- Affinity Federal Credit UnionJul 2022 to Apr 2024
- Fidelity InvestmentsDec 2021 to Jun 2022
- Wells Fargo Clearing Services, LLCNov 2018 to Nov 2021
- Wells Fargo Bank, NAAug 2016 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
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
- 7048327
- Firm CRD
- 7059