Best Investors Account Sign in
Inactive

Jeffrey B Rait

Citigroup Global Markets Inc.

New York, NY

Jacksonville, FL

CRD 4258898

Claim This Profile
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
FL RA APPROVED 2025-11-12
  • FL RA
    APPROVED
    Since 2025-11-12

Branch Locations

388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES

14000 Citi Cards Way, Jacksonville, FL 32258 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 01/2013 11/2018
Deutsche Bank Securites Inc. Jacksonville FL 12/2018 05/2025
Citigroup Global Markets Inc. Jacksonville FL 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-27
  • S66 Uniform Combined State Law Examination
    2002-07-27
Other Names
  • Jeffrey Brooke Rait
  • Jeff Rait
  • Jeffrey B Rait
  • Jeffrey Rait

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor