Philomene Anne Maria Stanley

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

Authority	Category	Status	Date
FL	RA	APPROVED	2007-05-29

FL RA
APPROVED

Since 2007-05-29

Branch Locations

Port St. Lucie, FL • United States

Citi Private Bank 777 S. Flagler Drive, Suite 1600 West, West Palm Beach, FL 33401 • United States

Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • 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

Organization	City	State	From	To
Citigroup Global Markets Inc.	Palm Beach	FL	05/2007	Present

05/2007 → Present

Citigroup Global Markets Inc.

Palm Beach, FL

Previous Registrations

1997-01-24 → 2007-05-29

Citicorp Investment Services

Palm Beach, FL

Palm Beach, FL

Other Businesses

PHILKE INTERNATION LIMITADA SANTA TERESA DE SABALITO, COSTA RICA NOT INVESTMENT BUSINESS RELATED AFFILIATION BEGINS JULY 2013 TITLE: MANAGING MEMBER DUTIES: OWNER-NO SPECIFIC DUTIES NO TIME DEVOTED TO THE BUSINESS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-04-05
S63	Uniform Securities Agent State Law Examination	1997-03-12

S65 Uniform Investment Adviser Law Examination

2002-04-05
S63 Uniform Securities Agent State Law Examination

1997-03-12

View on SEC IAPD