Individual Firm
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MICHAEL DONATO
MICHAEL CRAIG DONATO
CRD#: 7001150
IA
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CITIGROUP GLOBAL MARKETS INC.CRD#: 7059 Santa Clarita, CA
CITI PRIVATE ALTERNATIVES, LLCCRD#: 153777 CITI PRIVATE BANK
300 South Grand Avenue, 31st Floor, Suite 3130
Los Angeles, CA 90071
300 South Grand Avenue, 31st Floor, Suite 3130
Los Angeles, CA 90071
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Disclosures
5
Years of Experience
View By:
State Registrations
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California 9/11/2023
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Colorado 9/25/2023
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California 9/11/2023
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Hawaii 9/25/2023
SRO Registrations
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View Exams Passed by the individual in the detailed report
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Registered with this firm since 9/25/2023
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Registered with this firm since 9/11/2023
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Registered with this firm since 9/11/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/02/2019 - 08/10/2023 | BEVERLY HILLS, CA | |
B | 04/11/2019 - 08/10/2023 | BEVERLY HILLS, CA |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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