Best Investors Account Sign in

Timothy Ping Leung

Citigroup Global Markets Inc.

New York, NY

Bayonne, NJ

Jersey City, NJ

CRD 4316072

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
NY RA APPROVED 2021-08-17
NJ RA APPROVED 2015-08-12
  • NY RA
    APPROVED
    Since 2021-08-17
  • NJ RA
    APPROVED
    Since 2015-08-12

Branch Locations

Citi Wealth Management, Supervision 153 E. 53Rd Street, Fl 25, New York, NY 10022 • United States

Bayonne, NJ • United States

Citi Wealth Management, Supervision 480 Washington Boulevard, 16Th Fl, Jersey City, NJ 07310 • 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 Long Island City NY 07/2015 Present
  • 07/2015 → Present
    Citigroup
    Long Island City, NY
Previous Registrations
  • 2015-03-26 → 2015-07-31
    Hsbc Securities (Usa) Inc.
    Flushing, NY
  • 2012-10-01 → 2012-11-01
    J.P. Morgan Securities Llc
    Fresh Meadows, NY
  • 2011-07-19 → 2012-10-01
    Chase Investment Services Corp.
    Flushing, NY
    Fresh Meadows, NY
  • 2004-06-17 → 2006-07-05
    Td Ameritrade, Inc.
    Jersey City, NJ
    Jersey City, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-18
S66 Uniform Combined State Law Examination 2004-03-06
S63 Uniform Securities Agent State Law Examination 2001-04-16
  • S65 Uniform Investment Adviser Law Examination
    2011-07-18
  • S66 Uniform Combined State Law Examination
    2004-03-06
  • S63 Uniform Securities Agent State Law Examination
    2001-04-16
Other Names
  • Ping Tim Leung

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