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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| CA | RA | APPROVED | 2015-01-14 |
Branch Locations
Citi Retail Banking 3996 Barranca Parkway, Suite 130, Irvine, CA 92606 • United States
Citi Wealth Management, Sales 17400 Brookhurst St. Suite 200, Fountain Valley, CA 92708 • United States
Laguna Niguel, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Irvine | CA | 01/2015 | Present |
Rental Property - Laguna Hills CA; Investment-related; Started 1/1/2022; Title: Trust owns the property and me & my wife own it; Duties: My wife bought the property in 2005 and now we are putting it under our living trust; No hours devoted each month during or outside of securities trading hours; ///// Rental Property - San Marcos CA; Investment-related; Started 1/1/2022; Title: Co-owner in the Trust that hold the property; Duties: The property was purchased by my wife only since 2002 and recently we added this property to our Family Trust. My wife does all the duties and property management.; No hours devoted each month during or outside of securities trading hours;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-23 |
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