Catherine Montilva is a registered investment advisor, based in Miami, FL, with 11 years of industry experience.
Location
Citi Private Bank, 201 S. BISCAYNE BLVD., 33rd FLOOR, Miami, FL, 33131
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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.
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Current Registrations
Citi Private Alternatives, LLC
March 2017 - Present · 9 yrs 4 mos
Citi Private Alternatives, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Citigroup Global Markets INC.
March 2015 - Present · 11 yrs 4 mos
Citigroup Global Markets INC.
November 2014 - Present · 11 yrs 8 mos
Citigroup Global Markets INC.Broker
November 2014 - Present · 11 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.