Cazimar Nieves
Cazimar Nieves is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 13 years of industry experience. Cazimar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.
Location
CWM Retail, Sales, 660 Fifth Ave, New York, NY, 10103
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Regulatory History (1)
Employment Separation After Allegations
June 2021Other Business Activities
Cazimar is the owner/member of CJ Luxury Developers LLC, managing the purchase, renovation, and sale of real estate since May 2024. He also owns CENO Real Estate LLC, buying and renting single-family homes since February 2025, dedicating minimal time to each venture.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations48 states
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
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