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Carol Dahl

Citigroup Global Markets Inc.

Long Island City, NY

Hewlett, NY

Massapequa Park, NY

Massapequa, NY

CRD 1851799

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Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-17
CA RA APPROVED 2009-06-26
  • NY RA
    APPROVED
    Since 2021-08-17
  • CA RA
    APPROVED
    Since 2009-06-26

Branch Locations

Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States

Cwm Retail, Sales 1316 Broadway, Hewlett, NY 11557 • United States

Citi Retail Banking 4881 Merrick Road, Massapequa Park, NY 11762 • United States

Massapequa, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Plainview NY 05/2007 Present
Morgan Stanley Smith Barney Garden City NY 06/2009 Present
Previous Registrations
  • 2009-06-01 → 2009-07-28
    Morgan Stanley
    Garden City, NY
  • 2007-05-29 → 2009-06-01
    Citigroup Global Markets Inc.
    Garden City, NY
    Plainview, NY
    Plainview, NY
  • 2004-12-06 → 2007-05-29
    Citicorp Investment Services
    Plainview, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-09-18
S63 Uniform Securities Agent State Law Examination 1988-10-04
  • S65 Uniform Investment Adviser Law Examination
    2002-09-18
  • S63 Uniform Securities Agent State Law Examination
    1988-10-04
Other Names
  • Carol Langill
  • Carol Ann Langill

View on SEC IAPD

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