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Citigroup Global Markets Inc. CRD 7059
$56.0B regulatory AUM 2,481 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
| CT | RA | APPROVED | 2020-04-17 |
| TX | RA | APPROVED_RES | 2012-12-06 |
| CA | RA | APPROVED | 2007-05-29 |
Branch Locations
Citi Wealth Management, Sales 14-18 Railroad Avenue, Greenwich, CT 06830 • United States
Cwm Retail, Sales 1920 Palmer Ave, Larchmont, NY 10538 • United States
New Canaan, CT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Larchmont | NY | 05/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-13 |
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