Enrique Olavarria
Enrique Olavarria is a registered investment advisor at Citigroup Global Markets INC., based in Key Biscayne, FL, with 35 years of industry experience. Enrique is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.
Compensation
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Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.
Location
CWM Retail, Sales, 84 Crandon Blvd., Key Biscayne, FL, 33149
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Regulatory History (3)
Customer Dispute
August 2003Customer Dispute
June 2003Customer Dispute
September 2002Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Citicorp Investment Services
Citicorp Investment ServicesBroker
Mony Securities Corporation
Mony Securities CorporationBroker
Corporate Securities Group, INC.Broker
Bac CORP. SecuritiesBroker
World Invest CorporationBroker
The Stuart-James Company, IncorporatedBroker
State Registrations46 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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