Scott Bolio is a registered investment advisor, based in New York, NY, with 28 years of industry experience.
Location
Citi Private Bank, 388 Greenwich Street, 30th Floor, New York, NY, 10013
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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
March 2024 - Present · 2 yrs 2 mos
Citi Private Alternatives, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Citigroup Global Markets INC.
September 2019 - Present · 6 yrs 8 mos
Citigroup Global Markets INC.
September 2019 - Present · 6 yrs 8 mos
Citigroup Global Markets INC.Broker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
RBC Capital Markets, LLCBroker
November 2015 - July 2019 · 3 yrs 8 mos
RBC Capital Markets, LLC
November 2015 - July 2019 · 3 yrs 8 mos
UBS Financial Services INC.
February 2012 - December 2015 · 3 yrs 10 mos
UBS Financial Services INC.Broker
February 2012 - December 2015 · 3 yrs 10 mos
Morgan Stanley Smith Barney LLC
May 2011 - March 2012 · 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC.Broker
March 2004 - September 2008 · 4 yrs 6 mos
Morgan Stanley Dw INC.Broker
July 2000 - March 2004 · 3 yrs 8 mos
Funds Distributor, INC.Broker
May 1999 - June 2000 · 1 yr 1 mo
John Hancock Funds, INC.Broker
August 1998 - March 1999 · 7 mos
John Hancock Distributors, INC.Broker
May 1997 - September 1998 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.