AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
GL

Giacomo Leonetti

CITADEL SECURITIES INSTITUTIONAL
Paris,
·CRD# 8170430·1 year experience

Professional Summary

Giacomo Leonetti is a registered financial advisor currently at CITADEL SECURITIES INSTITUTIONAL LLC and CITADEL SECURITIES LLC. Giacomo is registered as a RR (Registered Representative) and started their career in finance in 2025. Giacomo has worked at 2 firms and has passed the Series 63 and Series 7TO exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

JN
James R Newman

FOGUTH WEALTH MANAGEMENT, LLC.

Okemos, MI · CRD#
View profile
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Jesus Martinez Zepeda
Jesus Martinez Zepeda

PFS INVESTMENTS INC.

SACRAMENTO, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

JN
James R Newman

FOGUTH WEALTH MANAGEMENT, LLC.

Okemos, MI · CRD#
Chris Allen Ramsby
Chris Allen Ramsby

CASCARA FINANCIAL PLANNING LLC

LAKE OSWEGO, OR · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Jesus Martinez Zepeda
Jesus Martinez Zepeda

PFS INVESTMENTS INC.

SACRAMENTO, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

JN
James R Newman

FOGUTH WEALTH MANAGEMENT, LLC.

Okemos, MI · CRD#
Chris Allen Ramsby
Chris Allen Ramsby

CASCARA FINANCIAL PLANNING LLC

LAKE OSWEGO, OR · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Jesus Martinez Zepeda
Jesus Martinez Zepeda

PFS INVESTMENTS INC.

SACRAMENTO, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

JN
James R Newman

FOGUTH WEALTH MANAGEMENT, LLC.

Okemos, MI · CRD#
Chris Allen Ramsby
Chris Allen Ramsby

CASCARA FINANCIAL PLANNING LLC

LAKE OSWEGO, OR · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Jesus Martinez Zepeda
Jesus Martinez Zepeda

PFS INVESTMENTS INC.

SACRAMENTO, CA · CRD#

Years of Experience

1 years in the financial services industry

Current & Past Employments

CITADEL SECURITIES INSTITUTIONAL LLC·CRD# 281102
BD
40-42 Rue La Boetie, Paris 75008
October 22, 2025 - Present
CITADEL SECURITIES LLC·CRD# 116797
BD
40-42 Rue La Boetie, Paris 75008
October 22, 2025 - Present

Similar Advisors

JN
James R Newman

FOGUTH WEALTH MANAGEMENT, LLC.

Okemos, MI · CRD#
Chris Allen Ramsby
Chris Allen Ramsby

CASCARA FINANCIAL PLANNING LLC

LAKE OSWEGO, OR · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Jesus Martinez Zepeda
Jesus Martinez Zepeda

PFS INVESTMENTS INC.

SACRAMENTO, CA · CRD#

Current Firm

CS
CITADEL SECURITIES LLC

CITADEL DERIVATIVES GROUP LLC | CITADEL SECURITIES LLC

CRD#: 116797 / SEC#: 8-53574
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

830 Brickell Plaza Floor 15, Miami, FL 33131

Mailing Address

830 Brickell Plaza Floor 15, Miami, FL 33131

Phone Number

(305) 929-6851

Established

Delaware since 07/30/2001

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (15 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CSHC US LLCOWNER—
ZHAO, PENGCHIEF EXECUTIVE OFFICER4978269
CARROLL, SEAN VINCENTPRINCIPAL OPERATIONS OFFICER2518443
CITADEL SECURITIES GROUP LP (FKA CALC IV LP)MANAGING MEMBER—
HENRY, STEVEN MICHAELCHIEF ACCOUNTING OFFICER AND FINOP5587809
LEVY, SETH GARDNERCHIEF COMPLIANCE OFFICER7718259

Disclosures

Regulatory Event

76

Arbitration

1

Similar Advisors

JN
James R Newman

FOGUTH WEALTH MANAGEMENT, LLC.

Okemos, MI · CRD#
Chris Allen Ramsby
Chris Allen Ramsby

CASCARA FINANCIAL PLANNING LLC

LAKE OSWEGO, OR · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Jesus Martinez Zepeda
Jesus Martinez Zepeda

PFS INVESTMENTS INC.

SACRAMENTO, CA · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

JN
James R Newman

FOGUTH WEALTH MANAGEMENT, LLC.

Okemos, MI · CRD#
Chris Allen Ramsby
Chris Allen Ramsby

CASCARA FINANCIAL PLANNING LLC

LAKE OSWEGO, OR · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Jesus Martinez Zepeda
Jesus Martinez Zepeda

PFS INVESTMENTS INC.

SACRAMENTO, CA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(10/24/2025)
RR
Alaska
(10/28/2025)
RR
California
(10/24/2025)
RR
Florida
(10/23/2025)
RR
Illinois
(11/4/2025)
RR
Indiana
(10/24/2025)
RR
Louisiana
(10/22/2025)
RR
Michigan
(10/28/2025)
RR
Montana
(10/31/2025)
RR
New York
(10/26/2025)
RR
Ohio
(10/24/2025)
RR
Pennsylvania
(10/27/2025)
RR
Puerto Rico
(10/27/2025)
RR
Rhode Island
(10/29/2025)
RR
Texas
(10/27/2025)
RR
Virginia
(11/12/2025)
RR
Washington
(10/24/2025)
RR
West Virginia
(11/6/2025)
RR
Wyoming
(10/24/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2025About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2025About the Series 7TO exam
BOX Exchange LLC
SRO Registrations
Cboe BYX Exchange, Inc.
SRO Registrations
Cboe BZX Exchange, Inc.
SRO Registrations
Cboe C2 Exchange, Inc.
SRO Registrations
Cboe EDGA Exchange, Inc.
SRO Registrations
Cboe EDGX Exchange, Inc.
SRO Registrations
Cboe Exchange, Inc.
SRO Registrations
FINRA
SRO Registrations
Investors' Exchange LLC
SRO Registrations
Long-Term Stock Exchange, Inc.
SRO Registrations
MEMX LLC
SRO Registrations
MIAX Emerald, LLC
SRO Registrations
MIAX PEARL, LLC
SRO Registrations
MIAX Sapphire
SRO Registrations
Miami International Securities Exchange, LLC
SRO Registrations
NYSE American LLC
SRO Registrations
NYSE Arca, Inc.
SRO Registrations
NYSE National, Inc.
SRO Registrations
NYSE Texas, Inc.
SRO Registrations
Nasdaq GEMX, LLC
SRO Registrations
Nasdaq ISE, LLC
SRO Registrations
Nasdaq MRX, LLC
SRO Registrations
Nasdaq PHLX LLC
SRO Registrations
Nasdaq Stock Market
SRO Registrations
Nasdaq Texas, LLC
SRO Registrations
New York Stock Exchange
SRO Registrations
Texas Stock Exchange LLC
SRO Registrations

Similar Advisors

JN
James R Newman

FOGUTH WEALTH MANAGEMENT, LLC.

Okemos, MI · CRD#
Chris Allen Ramsby
Chris Allen Ramsby

CASCARA FINANCIAL PLANNING LLC

LAKE OSWEGO, OR · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Jesus Martinez Zepeda
Jesus Martinez Zepeda

PFS INVESTMENTS INC.

SACRAMENTO, CA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Giacomo Leonetti's CRS (Customer Relationship Summary).

Similar Advisors

JN
James R Newman

FOGUTH WEALTH MANAGEMENT, LLC.

Okemos, MI · CRD#
Chris Allen Ramsby
Chris Allen Ramsby

CASCARA FINANCIAL PLANNING LLC

LAKE OSWEGO, OR · CRD#
Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
Jesus Martinez Zepeda
Jesus Martinez Zepeda

PFS INVESTMENTS INC.

SACRAMENTO, CA · CRD#
GL
Follow Giacomo
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required