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Geovanny Galindez otero

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.

  1. Citigroup Global Markets Inc.Mar 2025 to now
  2. UnemployedAug 2023 to Feb 2025
  3. TD Bank NAApr 2022 to Jul 2023
  4. The Strand RestaurantOct 2018 to Dec 2018
  5. Rancho Grande RestaurantApr 2018 to Aug 2018
  6. WalgreensFeb 2018 to Mar 2018
  7. Bank of AmericaMar 2017 to Mar 2022
  8. On Trac Rent A CarDec 2016 to Aug 2017
  9. UnemployedSep 2015 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State 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
8168233
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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