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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 2021-06-10
NJ RA APPROVED 2019-12-10
  • NY RA
    APPROVED
    Since 2021-06-10
  • NJ RA
    APPROVED
    Since 2019-12-10

Branch Locations

Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States

Miller Place, 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
Jpmorgan Securities Llc Sayville NY 11/2017 Present
Jp Morgan Bank N.A. Sayville NY 11/2015 10/2017
Citigroup New York NY 09/2018 Present
  • 11/2017 → Present
    Jpmorgan Securities Llc
    Sayville, NY
  • 11/2015 → 10/2017
    Jp Morgan Bank N.A.
    Sayville, NY
  • 09/2018 → Present
    Citigroup
    New York, NY
Other Businesses

My Favorite Beverage LLC; Not Investment-related; Nature: Marketing affiliate; New York, NY; Started: June 7, 2024; Title: Partner; Duties: Maintain website with links to online retailer; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ////

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-05
S63 Uniform Securities Agent State Law Examination 1997-08-18
  • S65 Uniform Investment Adviser Law Examination
    2019-12-05
  • S63 Uniform Securities Agent State Law Examination
    1997-08-18
Other Names
  • Anthony Martins
  • Anthony Manuel Martins
  • Anthony Manvel Martins

View on SEC IAPD

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