Yisell Oro vega
Investment adviser representative at Citigroup Global Markets Inc.
12 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
12 years in the industry.
- Citigroup Global Markets Inc.Nov 2022 to now
- Tax E Filling Solutions CorpFeb 2021 to Apr 2021
- Citibank N.ASep 2019 to Nov 2022
- Cvs PharmacyAug 2019 to Dec 2019
- Amor Di Pasta RestaurantJul 2019 to Aug 2019
- OportunFeb 2019 to Aug 2019
- Koning Restaurants Pizza HutJan 2019 to Feb 2019
- CaregiverDec 2018 to Dec 2018
- UnemployedJan 2014 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
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
- 7964436
- Firm CRD
- 7059