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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-08 |
Branch Locations
Citi Wealth Management, Nic 100 Citibank Drive, San Antonio, TX 78245 • United States
San Antonio, TX • 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 |
|---|---|---|---|---|
| Advisors Asset Management, Inc | Monument | CO | 08/2011 | 03/2018 |
| Unemployed | San Antonio | TX | 04/2018 | 10/2018 |
| Victory Capital Services, Inc. | San Antonio | TX | 01/2021 | 11/2022 |
| Victory Capital Management Inc. | San Antonio | TX | 01/2021 | 11/2022 |
| Bank Of America, N.A. | San Antonio | TX | 06/2023 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 09/2019 | 12/2020 |
| Fidelity Investments | Dallas | TX | 05/2024 | 07/2025 |
| Victory Capital Services, Inc. | San Antonio | TX | 01/2021 | 11/2022 |
| Bank Of America N.A. | San Antonio | TX | 09/2019 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 05/2023 | 05/2024 |
| Lpl Financial/ Delmer Smith Ketel | San Antonio | TX | 11/2018 | 09/2019 |
| Unemployed | San Antonio | TX | 11/2022 | 05/2023 |
| Fidelity Investments | Boston | MA | 05/2024 | 07/2025 |
| Unemployed | San Antonio | TX | 08/2025 | 12/2025 |
| Citigroup Global Markets Inc | San Antonio | TX | 12/2025 | Present |
OA name: Scouting America, Nature: To prepare young people to make ethical and moral choices over their lifetimes by instilling in them values of the scout oath and law., (Investment-related: No, Location: San Antonio, Texas, started 12/1/2025), Title: Other, Duties: As a committee member I help with scout advancement, annual budgeting and scheduling of events. As treasurer I make sure the accounting is accurate and help with budgeting expenses, annual budget through fundraising is approximately 18,500. As Merit Badge Counselor I help train scouts in Cooking, Financial Management, and Snow Sports., Hours: (0 trading hours, 11-20 non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-17 |
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