Sandra Ortega is a registered investment advisor, based in Los Angeles, CA, with 24 years of industry experience.
Location
Citi Private Bank, 300 South Grand Avenue, 31st Floor, Suite 3130, Los Angeles, CA, 90071
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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
February 2017 - Present · 9 yrs 3 mos
Citi Private Alternatives, LLC
February 2017 - Present · 9 yrs 3 mos
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs
Citigroup Global Markets INC.Broker
May 2007 - Present · 19 yrs
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs
Previous Registrations
Citicorp Investment Services
August 2002 - May 2007 · 4 yrs 9 mos
Citicorp Investment ServicesBroker
January 2002 - May 2007 · 5 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.