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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2020-03-13 |
Branch Locations
Citi Retail Banking 5604 Mission Center Road, San Diego, CA 92108 • United States
Citi Retail Banking 352 H Street, Chula Vista, CA 91910 • United States
Citi Retail Banking 2240 Otay Lakes Road, Suite 304, Chula Vista, CA 91915 • United States
Citi Wealth Management, Sales 17400 Brookhurst St., Ste 200, Fountain Valley, CA 92708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | San Diego | CA | 01/2004 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-29 |
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