Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2012-05-04 |
Branch Locations
Citi Wealth Management, Sales 14-18 Railroad Avenue, Greenwich, CT 06830 • United States
Cwm Retail, Sales 95 Pondfield Road, Bronxville, NY 10708 • United States
Ridgewood, NJ • 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 |
|---|---|---|---|---|
| Citi | Tallman | NY | 04/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-25 |
Reach out to this advisor