Icaro Kaue De santana pazeti
Investment adviser representative at Citigroup Global Markets Inc.
10 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
10 years in the industry.
- Citigroup Global Markets Inc.Sep 2021 to now
- JPMorgan Chase Bank NAMar 2020 to Sep 2021
- JPMorgan Securities LLCMar 2020 to Sep 2021
- UnemployedMay 2019 to Mar 2020
- Tata Consultancy ServicesSep 2018 to Apr 2019
- UnemployedJan 2018 to Aug 2018
- UnemployedSep 2017 to Dec 2017
- UnemployedJul 2017 to Aug 2017
- Technopark IngriaJan 2017 to Jun 2017
- UnemployedOct 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7242889
- Firm CRD
- 7059