Capitol Securities Management
47yrs
Top advisor by experience in Tampa
12yrs
Sofia Benitez
Financial advisor at Citigroup Global Markets
Based in Tampa, Florida, Sofia Benitez is a fiduciary financial advisor with 12 years of industry experience. Sofia joined Citigroup Global Markets in 2022, after less than a year at Raymond James & Associates and two years at USAA Investment Services. Citigroup Global Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 54% of advisors in Tampa
OfficeCiti Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?1 state
Services through Citigroup Global Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowCitigroup Global Markets Inc.Current firm
- Feb 2022 – Jul 2022Raymond James & Associates, Inc.Previously
- 2018 – 2020USAA Investment Services CompanyPreviously
- 2015 – 2018USAA Financial Planning ServicesPreviously
Contact Sofia
(212) 816-6000Firm headquarters in New York, NY. Ask for Sofia. Citi Private Bank 3800 Citigroup Center DriveTampa, FL 33610Office · Get directions YouTube channelCitigroup Global Markets
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Sofia
Tailored to Sofia’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sofia
How do I contact Sofia?
Call Citigroup Global Markets at (212) 816-6000 and ask for Sofia Benitez. Sofia works from the Tampa, FL office.
How long has Sofia been a financial advisor?
Sofia has been in the industry since 2014, about 12 years. More experience than 54% of advisors in Tampa.
What licenses does Sofia hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sofia a fiduciary?
Sofia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sofia paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Sofia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
J. W. Cole Advisors
47yrs
Top advisor by experience at J. W. Cole Advisors
Ameriprise Financial Services
47yrs
Top 1% by experience in Tampa
Morgan Stanley
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa