Boris Espinoza is a registered investment advisor, based in Miami, FL, with 19 years of industry experience.
Location
Citi Private Bank, 201 S. BISCAYNE BLVD., 33rd FLOOR, Miami, FL, 33131
Get directionsHistory
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 →Other Business Activities
Boris is a co-owner of a rental property in Doral, FL, since 2016. He devotes no time to this activity.
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.
June 2014 - Present · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
April 2014 - Present · 12 yrs 1 mo
Citigroup Global Markets INC.
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2010 - March 2014 · 3 yrs 5 mos
Suntrust Robinson Humphrey, INC.Broker
November 2009 - August 2010 · 9 mos
Abn Amro IncorporatedBroker
August 2006 - June 2009 · 2 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.