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Catherine Friedel

1 Year of Experience
Dallas, TX
Broker

Catherine Friedel is a registered investment advisor, based in Dallas, TX, with 1 years of industry experience.

Location

Citi Private Bank, 300 Crescent Court, Suite 950, Dallas, TX, 75201

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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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Employment History
Current Registrations
Citi Private Alternatives, LLCBroker
February 2025 - Present · 1 yr 3 mos
Citigroup Global Markets INC.
September 2024 - Present · 1 yr 8 mos
Citigroup Global Markets INC.
August 2024 - Present · 1 yr 9 mos
Citigroup Global Markets INC.Broker
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
TX
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.
Catherine Friedel - Financial Advisor | TrueAdvisor