Steven Forde is a registered investment advisor, based in Tampa, FL, with 28 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
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Citi Private Alternatives, LLC
December 2024 - Present · 1 yr 5 mos
Citi Private Alternatives, LLCBroker
December 2024 - Present · 1 yr 5 mos
Citigroup Global Markets INC.
January 2022 - Present · 4 yrs 4 mos
Citigroup Global Markets INC.
December 2021 - Present · 4 yrs 5 mos
Citigroup Global Markets INC.Broker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Citigroup Global Markets INC.
May 2007 - December 2019 · 12 yrs 7 mos
Citigroup Global Markets INC.Broker
May 2007 - December 2019 · 12 yrs 7 mos
Citicorp Investment Services
November 2004 - May 2007 · 2 yrs 6 mos
Citicorp Investment ServicesBroker
July 1999 - May 2007 · 7 yrs 10 mos
Citicorp Investment ServicesBroker
March 1994 - June 1998 · 4 yrs 3 mos
State Registrations34 states
ALARAZCACOCTDCFLIAIDILLAMAMDMIMNMONCNDNHNMNVNYOHOKORPAPRSDTXUTWAWVWY
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Exams
No exam information available for this advisor.