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Hubert Cruz

Citigroup Global Markets Inc.

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About Hubert Cruz

Hubert Cruz is a registered investment advisor representative with Citigroup Global Markets Inc. in Miami, Florida. Hubert has been in the securities industry since February 2001. Hubert holds Series 7, Series 66, and SIE licenses. Hubert is also registered as an investment advisor representative in Florida, Kansas, Maryland, Massachusetts, New York, Pennsylvania, Rhode Island, Texas, and Virginia. Hubert's previous employment was with CITICORP INVESTMENT SERVICES in Miami, Florida.

Firm Information

Hubert Cruz is currently registered with Citigroup Global Markets Inc.. CITIGROUP GLOBAL MARKETS INC. is a corporation formed on 1998-10-15, with its main office located in NEW YORK, NY, United States. The firm provides advisory services including asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. They are registered with the SEC and in 53 states. They manage more than $50 billion in assets and their services are offered to individuals, corporations, charitable organizations, pension and profit sharing plans, state or municipal government entities, and high net worth individuals.
Citigroup Global Markets Inc.

CPWM, 201 S. Biscayne Blvd

Miami, FL 33131

$40.52B

Assets Under Management

11,754

Total Clients

3,637

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hubert Cruz’s Registration & Firm History

FL

09/03/2008 - Present

Citigroup Global Markets Inc. (Miami FL)

FL

02/21/2001 - 05/29/2007

CITICORP INVESTMENT SERVICES (MIAMI FL)

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Licenses & Designations

BOTH

Issued 8/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Hubert Cruz.
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