Robin G. Anello
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robin Grant Anello was a registered financial professional .
Robin is a previously registered financial professional and started their career in finance in 2002. Robin had worked at 4 firms and has passed the Series 66, Series 7TO, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 16, 2017 - June 19, 2020
CITI PRIVATE ALTERNATIVES, LLC
December 9, 2010 - June 19, 2020
CITIGROUP GLOBAL MARKETS INC.
December 9, 2010 - June 19, 2020
CITIGROUP GLOBAL MARKETS INC.
March 31, 2009 - December 1, 2010
WELLS FARGO CLEARING SERVICES, LLC
August 25, 2008 - December 1, 2010
WELLS FARGO CLEARING SERVICES, LLC
May 29, 2007 - July 29, 2008
CITIGROUP GLOBAL MARKETS INC.
May 29, 2007 - July 29, 2008
CITIGROUP GLOBAL MARKETS INC.
March 14, 2003 - May 29, 2007
CITICORP INVESTMENT SERVICES
May 9, 2002 - May 29, 2007
CITICORP INVESTMENT SERVICES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 12/22/2022
General Securities Representative ExaminationCurrent Firm
CITI PRIVATE ALTERNATIVES, LLC
CRD#: 153777 / SEC#: 801-71561, 8-69789
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CITIGROUP INVESTMENT PARTNERS | MEMBER | |
| CONWAY, JOHN JAMES | PRINCIPAL FINANCIAL OFFICER (FINOP) | 1584619 |
| DE ANDRADE, ROBERTO CARLOS | MANAGER | 5841299 |
| JEAN-BAPTISTE, ALEX | CHIEF COMPLIANCE OFFICER | 6828963 |
| ODONNELL, DANIEL GLENN | MANAGER | 3160132 |
| ODONNELL, NIALL | PRINCIPAL OPERATIONS OFFICER | 6830897 |
| REMAK, MICHAEL DAVID | CEO/MANAGER | 2914374 |
Regulatory assets under management
| Total Number of Accounts | 183 |
| AUM (Assets Under Management) | $ 18,347,749,864 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
