Paula Martinez is a registered investment advisor, based in New York, NY, with 8 years of industry experience.
Location
Citi Private Bank, 388 Greenwich Street, 30th Floor, New York, NY, 10013
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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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Paula owns two rental properties in Mexico, one since 2015 and another since 2022. She spends minimal time on these activities.
Employment History
Current Registrations
Citi Private Alternatives, LLC
January 2021 - Present · 5 yrs 4 mos
Citi Private Alternatives, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Citigroup Global Markets INC.
June 2018 - Present · 7 yrs 11 mos
Citigroup Global Markets INC.
February 2018 - Present · 8 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2018 - Present · 8 yrs 3 mos
State Registrations9 states
CACTFLMANJNYPATXWY
AdvisorBrokerBoth
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
No exam information available for this advisor.