Margaret Florcruz is a registered investment advisor, based in San Francisco, CA, with 14 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
Citigroup Global Markets INC.
February 2022 - Present · 4 yrs 3 mos
Citigroup Global Markets INC.
February 2022 - Present · 4 yrs 3 mos
Citi Private Alternatives, LLC
February 2022 - Present · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2022 - Present · 4 yrs 3 mos
Citi Private Alternatives, LLCBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2012 - November 2021 · 9 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2011 - November 2021 · 10 yrs 3 mos
State Registrations22 states
AZCACOCTDCFLHIILMAMDMIMOMTNHNVNYORPATXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.