AA
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Armando Acosta

16 Years of Experience
Miami, FL
Broker

Armando Acosta is a registered investment advisor, based in Miami, FL, with 16 years of industry experience.

Location

Citi Private Bank, 201 S. BISCAYNE BLVD., 33rd FLOOR, Miami, FL, 33131

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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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Employment History
Current Registrations
Citi Private Alternatives, LLCBroker
October 2024 - Present · 1 yr 9 mos
Citigroup Global Markets INC.
September 2017 - Present · 8 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2017 - Present · 8 yrs 11 mos
Citigroup Global Markets INC.
August 2017 - Present · 8 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2015 - April 2016 · 6 mos
Wells Fargo Advisors, LLCBroker
October 2015 - April 2016 · 6 mos
The Ayco Company,l.p.
June 2013 - February 2015 · 1 yr 8 mos
Mercer Allied Company, L.P.Broker
April 2013 - February 2015 · 1 yr 10 mos
Goldman, Sachs & CO.Broker
March 2007 - April 2013 · 6 yrs 1 mo
State Registrations2 states
FLGA
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.
Armando Acosta - Financial Advisor | TrueAdvisor