Catalina Sanchez

CIBEST CAPITAL ADVISORY SERVICES LLC

Miami, FL 33131

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CRD#: 6481269

Professional summary

Catalina Sanchez is a registered financial advisor currently at CIBEST CAPITAL ADVISORY SERVICES LLC located in Miami, Florida and CIBEST CAPITAL SECURITIES, LLC located in Miami, Florida.

Catalina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Catalina has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Bancolombia Capital Advisers, LLC; Investment related; Miami, FL; Registered Investment Adviser; Financial Advisor; 05/2023; 15% of business time

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catalina Sanchez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 4, 2023 - Present

CIBEST CAPITAL ADVISORY SERVICES LLC

Office #1: 1221 Brickell Avenue Suite 2010, Miami, FL 33131

RIA

CRD#: 317663

Miami, FL

Current

May 1, 2023 - Present

CIBEST CAPITAL SECURITIES, LLC

Office #1: 1221 Brickell Avenue Suite 2010, Miami, FL 33131

CRD#: 316232

Miami, FL

Past

December 7, 2022 - April 26, 2023

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

Miami, FL

Past

September 20, 2021 - August 19, 2022

INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC

CRD#: 17053

SAN JUAN, PR

Past

May 20, 2021 - July 27, 2021

INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC

CRD#: 17053

MIAMI, FL

Past

May 5, 2021 - August 5, 2021

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

Miami, FL

Past

May 5, 2021 - April 26, 2023

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Miami, FL

Past

April 12, 2017 - March 25, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MIAMI, FL

Past

April 11, 2017 - March 25, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MIAMI, FL

Past

November 16, 2016 - April 4, 2017

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

MIAMI, FL

Past

September 25, 2015 - April 4, 2017

OPPENHEIMER & CO. INC.

CRD#: 249

MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CIBEST CAPITAL ADVISORY SERVICES LLC

BANCOLOMBIA CAPITAL ADVISERS LLC | GRUPO BANCOLOMBIA CAPITAL | CIBEST CAPITAL ADVISORY SERVICES LLC | CIBEST CAPITAL

CRD#: 317663 / SEC#: 801-123719

RIA

Registered Investment Advisory firm - (4/15/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(5/1/2023)

District of Columbia
(10/29/2025)

Florida
(5/1/2023)

IAR

Florida
(5/4/2023)

Maryland
(5/1/2023)

New York
(7/1/2024)

South Carolina
(5/1/2023)

Texas
(5/1/2023)

Virginia
(2/10/2024)

Wyoming
(3/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/14/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/25/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CIBEST CAPITAL ADVISORY SERVICES LLC

BANCOLOMBIA CAPITAL ADVISERS LLC | GRUPO BANCOLOMBIA CAPITAL | CIBEST CAPITAL ADVISORY SERVICES LLC | CIBEST CAPITAL

CRD#: 317663 / SEC#: 801-123719

RIA

Registered Investment Advisory firm - (4/15/2022 Approved)

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Contact information

Main Address

1221 Brickell Avenue Suite 2010, Miami, FL 33131

Mailing Address

1221 Brickell Ave Suite 2010, Miami, FL 33131

Phone number

(786) 551-9122

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CIBEST CAPITAL ADVISORY SERVICES LLC - WRAP BROCHURE (7/16/2025)

CIBEST CAPITAL ADVISORY SERVICES LLC - BROCHURE (7/16/2025)

Regulatory assets under management

Total Number of Accounts	263
AUM (Assets Under Management)	$ 243,389,758

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.

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Advisor Monitoring

Firm Stability Insights

Catalina Sanchez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catalina Sanchez's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIBEST CAPITAL SECURITIES, LLC

CITIGROUP GLOBAL MARKETS INC.

INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC

INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

Primary Firm SEC Registration

CIBEST CAPITAL ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2016

SIE

Date: 10/1/2018

Series 7

Date: 9/25/2015

FINRA

Current Firm

CIBEST CAPITAL ADVISORY SERVICES LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CIBEST CAPITAL ADVISORY SERVICES LLC

TRUST BUT VERIFY

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