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Diego Szuldman

18 Years of Experience
New York, NY
Broker

Diego Szuldman is a registered investment advisor, based in New York, NY, with 18 years of industry experience.

Location

Citi Private Bank, 388 Greenwich Street, 30th Floor, New York, NY, 10013

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History

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.

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Other Business Activities

Diego is a member/secretary of Onslow Holdings LLC since 2014, a business that is not investment-related. Diego devotes no time to this business.

Employment History
Current Registrations
Citi Private Alternatives, LLC
March 2017 - Present · 9 yrs 4 mos
Citi Private Alternatives, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Citigroup Global Markets INC.Broker
May 2012 - Present · 14 yrs 2 mos
Citigroup Global Markets INC.
May 2012 - Present · 14 yrs 2 mos
Citigroup Global Markets INC.
May 2012 - Present · 14 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.
May 2007 - December 2010 · 3 yrs 7 mos
Citigroup Global Markets INC.Broker
May 2007 - December 2010 · 3 yrs 7 mos
Citicorp Investment Services
November 2006 - May 2007 · 6 mos
Citicorp Investment ServicesBroker
April 2006 - May 2007 · 1 yr 1 mo
State Registrations26 states
CACOCTDCDEFLGAHIILINMAMDMEMIMNNJNVNYPARISCTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Diego Szuldman - Financial Advisor | TrueAdvisor