Angel Lopez is a registered investment advisor, based in New York, NY, with 11 years of industry experience.
Location
Citi Private Bank, 388 Greenwich Street, 30th Floor, New York, NY, 10013
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Regulatory History
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 →Other Business Activities
Angel co-owns a rental property in Port Jervis, NY, since July 2024, and performs maintenance, repairs, and cleaning. Angel spends a few hours per week on this activity outside of securities trading hours.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citi Private Alternatives, LLC
Citigroup Global Markets INC.Broker
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.
Previous Registrations
Citi Global Advisory, LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
State Registrations53 states
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