Santiago Agudelo
Investment Adviser Representative at Citigroup Global Markets Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Santiago Agudelo is an investment adviser representative with Citigroup Global Markets Inc. in Fort Lauderdale, FL, where they have been registered since 2025. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. 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
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
5 states and territories
Connecticut, Florida, Illinois, New Jersey, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2014 – Dec 2019Oradell, NJ
- Bank of America, N.A.Jun 2014 – Dec 2019Oradell, NJ
- United States Marine CorpsJan 2010 – Apr 2021Fort Dix, NJ
- JP Morgan Securities, LLCJan 2020 – Apr 2021Jersey City, NJ
- JP Morgan Chase BANK, N.A.Jan 2020 – Apr 2021Jersey City, NJ
- Wells Fargo BANK, NAApr 2021 – Oct 2022Hollywood, FL
- Wells Fargo Clearing Services, LLCApr 2021 – Oct 2022Hollywood, FL
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 – Dec 2024Boca Raton, FL
- Bank of America N.A.Nov 2022 – Dec 2024Boca Raton, FL
- Citigroup Global Markets INC.Jan 2025 – no end date reportedCoral Springs, FL
Official records & sources
Data as of June 28, 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
Client types the firm serves
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 profileOther advisors at Citigroup Global Markets Inc.
Showing 12 of 2,405 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Santiago Agudelo 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.
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