Julie Bennett is a registered investment advisor, based in Dobbs Ferry, NY, with 22 years of industry experience.
Location
Dobbs Ferry, NY
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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
April 2022 - Present · 4 yrs 1 mo
Citi Private Alternatives, LLC
April 2022 - Present · 4 yrs 1 mo
Citigroup Global Markets INC.
April 2022 - Present · 4 yrs 1 mo
Citigroup Global Markets INC.Broker
October 2007 - Present · 18 yrs 7 mos
Citigroup Global Markets INC.
October 2007 - Present · 18 yrs 7 mos
Previous Registrations
Citi Global Advisory, LLC
April 2022 - June 2010 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2001 - August 2005 · 4 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.