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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

ELIANA PEREIRA

Advisor at CITIGROUP GLOBAL MARKETS INC.

East Williston, NY | NEW YORK, NY

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 22, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CITIGROUP GLOBAL MARKETS INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 22, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63|S66
First exam: Mar 22, 1999
First registration: Sep 22, 2006
Dual registered: yes, broker-dealer
Other names: ELIANA CHRISTINA ESTEVES|ELIANA PEREIRA|ELIANA CHRISTINA PEREIRA|Eliana Esteves
IAPD individual key: 3175075

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 21, 2022	n/a	yes	NEW YORK, NY\|East Williston, NY	Current employment
CITI PRIVATE ADVISORY, LLC	Former SEC adviser	Jul 21, 2022	Jun 30, 2010	no	New York, NY\|East Williston, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 2, 2020	Jul 7, 2022	no	NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 29, 2007	Sep 5, 2014	no	NEW YORK, NY\|NEW YORK, NY	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Sep 22, 2006	May 29, 2007	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITI PRIVATE ADVISORY, LLC	Jul 7, 2022	Jul 21, 2022	14	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 5, 2014	Mar 2, 2020	2,005	Firm change after gap	Other
CITI PRIVATE ADVISORY, LLC	CITIGROUP GLOBAL MARKETS INC.	Jun 30, 2010	Jul 21, 2022	4,404	Bulk transfer	Other
CITICORP INVESTMENT SERVICES	CITIGROUP GLOBAL MARKETS INC.	May 29, 2007	May 29, 2007	0	Bulk transfer	Other

Relationships

Registered with (4)

→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 29, 2007 to Sep 5, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 2, 2020 to Jul 7, 2022factForm ADV
→ CITI PRIVATE ADVISORY, LLCRegistered adviserregistration: previous registration
Jul 21, 2022 to Jun 30, 2010factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Sep 22, 2006 to May 29, 2007factForm ADV

Dated events

Occurred
Jul 7, 2022
Advisor changed firm
Eliana Pereira left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Citi Private Advisory, Llc (registered 2022-07-21)
Form ADVobserved 5 days ago