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Gloria Maria Gomez Orourke

Citigroup Global Markets Inc.

New York, NY

Maplewood, NJ

CRD 4676288

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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 2021-08-17
NJ RA APPROVED 2016-09-26
CT RA APPROVED 2007-05-29
  • NY RA
    APPROVED
    Since 2021-08-17
  • NJ RA
    APPROVED
    Since 2016-09-26
  • CT RA
    APPROVED
    Since 2007-05-29

Branch Locations

Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States

Maplewood, NJ • 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
Citigroup Global Markets Inc. New York NY 05/2007 Present
Previous Registrations
  • 2006-07-13 → 2007-05-29
    Citicorp Investment Services
    New York, NY
  • 2004-10-14 → 2006-01-11
    Chase Investment Services Corp.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-02
  • S66 Uniform Combined State Law Examination
    2003-10-02
Other Names
  • Gloria Maria Gomez-Rashid
  • Gloria Maria Gomez
  • Gloria Maria Gomez-O'ROurke

View on SEC IAPD

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