Stephen Zepeda is a registered investment advisor, based in Tampa, FL, with 31 years of industry experience.
Location
Citi Private Bank, 3800 Citigroup Center Drive, Bldg. A, FL 1, Tampa, FL, 33610
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Regulatory History (1)
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Judgment / Lien
October 2019Employment History
Current Registrations
Citi Private Alternatives, LLC
August 2024 - Present · 1 yr 9 mos
Citi Private Alternatives, LLCBroker
August 2024 - Present · 1 yr 9 mos
Citigroup Global Markets INC.
November 2018 - Present · 7 yrs 6 mos
Citigroup Global Markets INC.
June 2018 - Present · 7 yrs 11 mos
Citigroup Global Markets INC.Broker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Frost Brokerage Services, INC.Broker
September 2017 - June 2018 · 9 mos
USAA Financial Advisors, INC.Broker
December 2014 - September 2017 · 2 yrs 9 mos
USAA Investment Management CompanyBroker
December 2014 - September 2017 · 2 yrs 9 mos
Frost Brokerage Services, INC.Broker
January 2008 - December 2014 · 6 yrs 11 mos
Citigroup Global Markets INC.Broker
May 2007 - August 2007 · 3 mos
Citicorp Investment ServicesBroker
October 1993 - May 2007 · 13 yrs 7 mos
State Registrations51 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.