Donald Smith is a registered investment advisor, based in New York, NY, with 23 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, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Citi Private Alternatives, LLC
March 2017 - Present · 9 yrs 4 mos
Citigroup Global Markets INC.
November 2014 - Present · 11 yrs 8 mos
Citigroup Global Markets INC.Broker
November 2014 - Present · 11 yrs 8 mos
Citigroup Global Markets INC.
November 2014 - Present · 11 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
January 2003 - October 2014 · 11 yrs 9 mos
UBS Financial Services INC.Broker
January 2003 - October 2014 · 11 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.