Victor Cruz is a registered investment advisor, based in San Francisco, CA, with 13 years of industry experience.
Location
Citi Private Bank, 1 Market Plaza, 42nd Floor, San Francisco, CA, 94105
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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 2 mos
Citi Private Alternatives, LLC
March 2017 - Present · 9 yrs 2 mos
Citigroup Global Markets INC.
November 2016 - Present · 9 yrs 6 mos
Citigroup Global Markets INC.
September 2016 - Present · 9 yrs 8 mos
Citigroup Global Markets INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Citigroup Global Markets INC.
May 2010 - April 2012 · 1 yr 11 mos
Citigroup Global Markets INC.Broker
January 2008 - April 2012 · 4 yrs 3 mos
State Registrations14 states
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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.