Penelope Villalona brito
Investment adviser representative at Citigroup Global Markets Inc.
11 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
11 years in the industry.
- Citigroup Global Markets Inc.Jan 2026 to now
- CitigroupNov 2025 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to Oct 2025
- J.P. Morgan Securities LLCJul 2024 to Sep 2025
- Globe Life National Income Division Pappas OrgApr 2024 to Jun 2024
- T-mobile / SprintFeb 2020 to Mar 2024
- Keller WilliamsApr 2019 to Jun 2019
- Family DollarMar 2019 to Apr 2019
- Planet FitnessMar 2018 to Jan 2020
- American Eagle Outfitters Inc.Apr 2017 to May 2017
- ChipotleAug 2015 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
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
- 7959683
- Firm CRD
- 7059