CB
CFA
CB
CFA

Carlos Bonilla

5 Years of Experience
Miami, FL
Broker

Carlos Bonilla is a CFA-designated registered investment advisor, based in Miami, FL, with 5 years of industry experience.

Location

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
Citigroup Global Markets INC.Broker
July 2025 - Present · 10 mos
Citi Private Alternatives, LLC
July 2025 - Present · 10 mos
Citigroup Global Markets INC.
July 2025 - Present · 10 mos
Citi Private Alternatives, LLCBroker
July 2025 - Present · 10 mos
Citigroup Global Markets INC.
June 2025 - Present · 11 mos
Previous Registrations
Citigroup Global Markets INC.
August 2013 - June 2016 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2011 - June 2016 · 4 yrs 10 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin 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.
Carlos Bonilla - Financial Advisor | TrueAdvisor