Miguel Francisco Varela acosta
Investment adviser representative at Citigroup Global Markets Inc.
14 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
14 years in the industry.
- Citigroup Global Markets Inc.Aug 2023 to now
- Transcribeme Inc.Sep 2022 to now
- Citibank N.A.May 2021 to now
- Uber Inc.May 2017 to now
- Ocean Bank N.A.Oct 2020 to May 2021
- Movark Group LLCApr 2019 to May 2020
- Wells Fargo Bank N.A.Aug 2018 to Oct 2020
- Lyft Inc.May 2017 to Oct 2017
- Central University of VenezuelaMar 2012 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7729211
- Firm CRD
- 7059