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Alaina Spilkevitz

Citigroup Global Markets Inc.

Long Island City, NY

Long Beach, NY

Plainview, NY

CRD 2773038

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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
NY RA APPROVED 2021-08-17
  • NY RA
    APPROVED
    Since 2021-08-17

Branch Locations

Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States

Citi Retail Banking 129 East Park Avenue, Long Beach, NY 11561 • United States

Plainview, 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
Citi Long Beach NY 03/2012 Present
  • 03/2012 → Present
    Citi
    Long Beach, NY
Previous Registrations
  • 2007-06-20 → 2012-03-12
    Fsc Securities Corporation
    Garden City, NY
  • 2006-01-04 → 2007-06-04
    Chase Investment Services Corp.
    Oceanside, NY
  • 2000-01-19 → 2005-12-20
    Ubs Financial Services Inc.
    Mitchell Field, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-08
S63 Uniform Securities Agent State Law Examination 1998-05-30
  • S65 Uniform Investment Adviser Law Examination
    1998-12-08
  • S63 Uniform Securities Agent State Law Examination
    1998-05-30
Other Names
  • Alaina Sachs

View on SEC IAPD

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