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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-10 |
Branch Locations
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
Cwm, Sales 349 Main Street, Huntington, NY 11743 • United States
Citi Retail Banking 1353 Northern Blvd, Manhasset, NY 11030 • United States
Cwm Retail, Sales 39-01 Bell Boulevard, Bayside, NY 11361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Flushing | NY | 05/2008 | 11/2025 |
| Citigroup | Huntington | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 2004-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-21 |
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