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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 |
| IL | RA | APPROVED | 2022-12-22 |
Branch Locations
Citi Private Bank 227 West Monroe Street - 24, Chicago, IL 60606 • United States
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Clarendon Hills, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Chicago | IL | 07/2013 | 07/2022 |
| U.S. Bancorp Investments, Inc. | Chicago | IL | 06/2015 | 07/2022 |
| Citigroup | Chicago | IL | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-04 |
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