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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
TX RA APPROVED_RES 2025-05-24
NY RA APPROVED 2021-08-17
SC RA APPROVED 2016-03-09
  • TX RA
    APPROVED_RES
    Since 2025-05-24
  • NY RA
    APPROVED
    Since 2021-08-17
  • SC RA
    APPROVED
    Since 2016-03-09

Branch Locations

Cwm Retail, Sales 6414 18Th Avenue, Brooklyn, NY 11204 • United States

Citi Retail Banking 5324 5Th Avenue, Brooklyn, NY 11229 • United States

Cwm Retail, Sales 2201 86Th Street, Brooklyn, NY 11214 • United States

Citi Wealth Management, Sales 2071 Lemoine Avenue, Ste 1, Fort Lee, NJ 07024 • United States

Maspeth, NY • 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 Brooklyn NY 08/2013 Present
  • 08/2013 → Present
    Citigroup
    Brooklyn, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-01-12
S63 Uniform Securities Agent State Law Examination 1996-07-02
  • S65 Uniform Investment Adviser Law Examination
    2005-01-12
  • S63 Uniform Securities Agent State Law Examination
    1996-07-02
Other Names
  • Chee Way Liew
  • Chee Way Liew

View on SEC IAPD

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