J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
4yrs
Maximo Razetti
Financial advisor at Citigroup Global Markets
Based in Miami, Florida, Maximo Razetti is a fiduciary financial advisor with 4 years of industry experience. Maximo has been with Citigroup Global Markets since 2023. 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 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeCiti Private Bank 201 S. Biscayne Blvd, Floor 31 Suite 3100 & Floor 33 Suite 3, Miami, FL 33131
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
- 2023 – nowCitigroup Global Markets Inc.Current firm
Contact Maximo
(212) 816-6000Firm headquarters in New York, NY. Ask for Maximo. Citi Private Bank 201 S. Biscayne Blvd, Floor 31 Suite 3100 & Floor 33 Suite 3Miami, FL 33131Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Maximo
Tailored to Maximo’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 Maximo
How do I contact Maximo?
Call Citigroup Global Markets at (212) 816-6000 and ask for Maximo Razetti. Maximo works from the Miami, FL office.
How long has Maximo been a financial advisor?
Maximo has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Maximo hold?
Series 66. Tap any license on this page to see what it allows.
Is Maximo a fiduciary?
Maximo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Maximo paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Maximo 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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