Armando Acosta, financial advisor Miami FL

Armando Acosta

CRD Number: 5306954
Current Firm: Citigroup Global Markets Inc.

Armando Acosta (CRD# 5306954) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Miami, FL Jul 2016 - Current 8
Us Marine Corps Reserves Pembroke Pines, FL Jan 2004 - Current 20
Wells Fargo Advisors, LLC Miami, FL Oct 2015 - Apr 2016 < 1
Banyan Finance Boca Raton, FL Feb 2015 - Aug 2015 < 1
The Ayco Company, L.p./mercer Allied Subsidiary Of Goldman Sachs Miami, FL Apr 2013 - Feb 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Armando Acosta
Phone Number: 212-816-6000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    40,516
    MILLIONS
  • Total Number of Accounts
    53,880
    ACCOUNTS
  • Average Account Value
    $751,976
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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