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Adriana Aranguren

8 Years of Experience
Miami, FL
Broker

Adriana Aranguren is a registered investment advisor at Citigroup Global Markets INC., based in Miami, FL, with 8 years of industry experience. Adriana 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2398 advisors
IM Fee
Planning only
Assets Under Management
$56.0B

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.

One-Time Plan:$0
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Location

Citi Private Bank, 201 S. Biscayne Blvd, FL 31 Ste 3100 & FL 33 Ste 3, Miami, FL, 33131

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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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Other Business Activities

Adriana is the President of ILGO Enterprises Corp, which provides babysitting services. She dedicates minimal time to this non-investment related activity, primarily as a contingency for her mother.

Employment History
Current Registrations
Citigroup Global Markets INC.
July 2019 - Present · 7 yrs 3 mos
Citigroup Global Markets INC.
July 2019 - Present · 7 yrs 3 mos
Citigroup Global Markets INC.Broker
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Citi Private Alternatives, LLCBroker
March 2022 - August 2026 · 4 yrs 5 mos
UBS Financial Services INC.
January 2019 - July 2019 · 6 mos
UBS Financial Services INC.Broker
September 2018 - July 2019 · 10 mos
State Registrations19 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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