Advisor at CIO Capital Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CIO Capital Group LLC
Location
Rumson, NJ 07760
Credentials
Series 63, Series 65
Industry experience
12 years
David Bailin is a financial advisor at CIO Capital Group LLC with 12 years of industry experience. He previously worked at Citi Private Bank and Citigroup Global Markets Inc. Bailin holds the Series 63 and Series 65 designations. CIO Capital Group LLC provides strategic wealth management and investment advisory services to ultra-high-net-worth individuals, families, and family offices, offering both discretionary and non-discretionary portfolio management through a single wrap fee program.
Based on CIO Capital Group LLC
45 West River Road, Suite 202
Rumson, NJ 07760
New Jersey
Cio Group, Llc
2025 - Present (1 year)
Cio Capital Group, Llc
2025 - Present (1 year)
Self-Employed
2024 - 2025 (1 year)
N/A
2019 - 2024 (5 years)
Citi Private Bank
2017 - 2024 (7 years)
Citi Private Bank
2017 - 2019 (2 years)
Citic Private Alternatives, Llc
2017 - 2024 (7 years)
Citigroup Global Markets Inc
2009 - 2024 (15 years)
Citi Private Bank
2009 - 2017 (8 years)
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Other specialized services
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