Mary Portalatin is a registered investment advisor, based in Miami, FL, with 24 years of industry experience.
Location
Citi Private Bank, 201 S. Biscayne Blvd, FL 31 Ste 3100 & FL 33 Ste 3, Miami, FL, 33131
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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, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Citi Private Alternatives, LLC
March 2017 - Present · 9 yrs 2 mos
Citigroup Global Markets INC.
March 2011 - Present · 15 yrs 2 mos
Citigroup Global Markets INC.
June 2010 - Present · 15 yrs 11 mos
Citigroup Global Markets INC.Broker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
J.P. Morgan Securities INC.Broker
October 2008 - February 2010 · 1 yr 4 mos
J.P. Morgan Securities INC.Broker
August 2001 - October 2008 · 7 yrs 2 mos
State Registrations17 states
CACODEFLGAILMAMDMENJNYORSDTXVAVirgin IslandsWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.