Allan Jesus Leyva
Investment adviser representative at Citigroup Global Markets Inc.
9 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
9 years in the industry.
- Citigroup Global Markets Inc.Jan 2024 to now
- CitibankNov 2018 to now
- Florida International UniversityJan 2020 to May 2022
- Lowe's Company IncFeb 2018 to Oct 2018
- Miami Dade CollegeAug 2017 to Dec 2019
- Southwest Miami Senior High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7807099
- Firm CRD
- 7059