Daniel Zylberberg is a registered investment advisor, based in Miami, FL, with 18 years of industry experience.
Location
Citi Private Bank, 201 S. Biscayne Blvd, FL 31 Ste 3100 & FL 33 Ste 3, Miami, FL, 33131
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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.
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Current Registrations
Citi Private Alternatives, LLC
July 2025 - Present · 10 mos
Citi Private Alternatives, LLCBroker
July 2025 - Present · 10 mos
Citigroup Global Markets INC.
June 2025 - Present · 11 mos
Citigroup Global Markets INC.
May 2014 - Present · 12 yrs
Citigroup Global Markets INC.Broker
May 2014 - Present · 12 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2008 - April 2014 · 6 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.