Bruna Paz roca
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Bruna Paz roca? 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 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.Oct 2022 to now
- CitigroupJul 2022 to now
- UnemployedJan 2022 to Jul 2022
- Academic Services for Student-athletes (notre Dame)Sep 2021 to Dec 2021
- Student Activities Office (notre Dame)Jun 2021 to Aug 2021
- Florexotica SRLMay 2020 to May 2021
- Student Activities OfficeAug 2018 to Mar 2020
- Student Activities OfficeDec 2017 to May 2018
- UnemployedFeb 2017 to Nov 2017
- South Dining HallSep 2016 to Jan 2017
Exams passed
- 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
- 7590427
- Firm CRD
- 7059