Leandro VieiraCRD Number: 5568447
Current Firm: Citigroup Global Markets Inc.
Leandro Vieira (CRD# 5568447) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 9 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Citibank N.a.||New York, NY||Jul 2008 - Current||9|
|Citibank SA||Sao Paulo,||Jan 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
|S63||Uniform Securities State Law Examination||Nov 2008|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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