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Igor Lacerda de almeida bueno

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.

  1. Citigroup Global Markets Inc.Dec 2025 to now
  2. CitigroupNov 2025 to now
  3. Safra National Bank of New YorkMay 2025 to Nov 2025
  4. CitigroupDec 2023 to May 2025
  5. Bc Forward (citigroup 3rd Party Employee)May 2023 to Dec 2023
  6. 360 Service ProviderNov 2022 to Feb 2023
  7. 360 Provedora De ServicosOct 2021 to Nov 2022
  8. UnemployedNov 2017 to Nov 2021
  9. Argucia Capital ManagementMay 2015 to Oct 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2025

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
7964429
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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