J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
4yrs
Derek Miranda
Financial advisor at Citigroup Global Markets
Derek Miranda is a fiduciary financial advisor in Miami, Florida, with 4 years in the industry. Derek joined Citigroup Global Markets in 2022, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeMiami, FL
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowCitigroup Global Markets Inc.Current firm
Contact Derek
(212) 816-6000Firm headquarters in New York, NY. Ask for Derek. Miami, FLOffice · Get directions YouTube channelCitigroup Global MarketsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Derek
Tailored to Derek’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
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About Derek
How do I contact Derek?
Call Citigroup Global Markets at (212) 816-6000 and ask for Derek Miranda. Derek works from the Miami, FL office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Derek hold?
Series 66. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Derek 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.
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