Daniella De Vasconcellos, financial advisor Miami FL

Daniella De Vasconcellos

CRD Number: 4447576
Current Firm: Citigroup Global Markets Inc.

Daniella De Vasconcellos (CRD# 4447576) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Miami, FL Jul 2019 - Current 3
Btg Pactual Us LLC Miami, FL Oct 2015 - Jun 2019 3
Marcusso Communication Consulting Miami, FL Jan 2014 - Oct 2018 4
J.p. Morgan Securities Inc. Miami, FL Jun 2005 - Oct 2013 8
Jpmorgan Chase Ntl Cp Svcs I Miami, FL Jun 2005 - Oct 2013 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Daniella M. De Vasconcellos
Phone Number: 212-816-6000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    43,883
    MILLIONS
  • Total Number of Accounts
    54,186
    ACCOUNTS
  • Average Account Value
    $809,861
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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