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Maximo Razetti

Investment Adviser Representative at Citigroup Global Markets Inc.

Miami, FLCRD #7641576Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Maximo Razetti is an investment adviser representative with Citigroup Global Markets Inc. in Miami, FL, where they have been registered since 2023, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.

Office

Citi Private Bank, 201 S. Biscayne Blvd, Fl 31 Ste 3100 & Fl 33 Ste 3
Miami, FL 33131

Advisors at this office: 109

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
7 states and territories

Delaware, Florida, New York, Oregon, South Dakota, Tennessee, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/31/2023
Series 7
General Securities Representative Examination
Passed 2/22/2023
SIE
Securities Industry Essentials Examination
Passed 11/4/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

CITI Private Alternatives, LLCCurrent
11/10/2023 – Miami, FL
Citigroup Global Markets Inc.Current
4/7/2023 – Miami, FL
Citigroup Global Markets Inc.Current
2/22/2023 – Miami, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Citibank Peru SA
    May 2014 – Jan 2017Lima
  2. the branch of Citibank NA established in Argentina
    Jan 2017 – Sep 2022Buenos Aires
  3. Citigroup Global Markets Inc
    Sep 2022 – no end date reportedMiami, FL

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Citigroup Global Markets Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersSecurity Ratings and Pricing

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,405
Offices listed on AdvisorFinder:
26
Main office:
New York, NY
SEC file number:
801-3387

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 10, 2026

View full firm profile

Other advisors at Citigroup Global Markets Inc.

Showing 12 of 2,405 in the directory

View Citigroup Global Markets Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maximo Razetti has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Maximo Razetti (CITI Private Alternatives) - Advisor Profile