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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-31 |
Branch Locations
Burlingame, CA • United States
Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | San Francisco | CA | 01/2016 | 10/2021 |
| Wells Fargo Clearing Services | San Francisco | CA | 05/2021 | 10/2021 |
| Svb Wealth Llc | San Francisco | CA | 11/2021 | 01/2025 |
| Svb Investment Services Inc. | San Francisco | CA | 12/2022 | 10/2023 |
| First Citizens Investor Services | Raleigh | NC | 11/2023 | 01/2025 |
| First Citizens Bank | San Francisco | CA | 01/2025 | 10/2025 |
| First Citizens Investor Services | Raleigh | NC | 01/2025 | 10/2025 |
| Svb Wealth Llc | San Francisco | CA | 01/2025 | 10/2025 |
| Citigroup | San Francisco | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-16 |
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