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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-01 |
Branch Locations
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
Citi Private Bank, One Buckhead Plaza 3060 Peachtree Rd Nw, 7Th Floor, Suite 700, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 09/2017 | 08/2023 |
| Bank Of America, N.A. | Atlanta | GA | 09/2017 | 08/2023 |
| Unemployed | Atlanta | GA | 09/2015 | 09/2017 |
| Bny Mellon | Atlanta | GA | 08/2023 | 09/2025 |
| Bny Mellon Securities Corporation | Atlanta | GA | 11/2023 | 09/2025 |
| Citigroup | Atlanta | GA | 09/2025 | Present |
1. Sole Proprietor/Owner at RG Creative LLC (An investment vehicle that makes investment in movie/book projects), located at 964 Eulalia Rd Ne Atlanta, GA, 30319. Working for Zero hours per month since 2017. No hours devoted to this outside business during securities trading hours. 2. Director at Children's Healthcare of Atlanta (Non Profit, children's hospital in Atlanta), located at 1575 Northeast Expressway, Atlanta, GA 30329. Working for 2.5 hour per month since January 2024. No hours devoted to this outside business during securities trading hours. 3. Director at Duke University (Non Profit, increases awareness and participation in annual fund and improve student experience), located at Box 90600 Durham, NC 27708. Working for 2 hour per month since January 2018. No hours devoted to this outside business during securities trading hours. 4. Director at Ian's Friends Foundation (Non Profit, raise funds dedicated to pediatric brain tumor research), located at 855 Marseilles Drive Atlanta, GA 30327. Working for 1 hour per month since January 2019. No hours devoted to this outside business during securities trading hours. 5. Employee of Wealth Management, discuss investment management, trust and estate planning, banking, credit, and/or lending services provided by BNY Mellon N.A., located at 3290 Northside Parkway, Suite 950, Atlanta, GA 30327. Working for 135 hours per month since April 2022, 135 hours per month devoted to business during securities trading hours. 6. Board Member of Wabbi, software security firm, located at 68 Harrison Ave Ste 605 Boston, Massachusetts 02111-1929 US. Working for 3 hours per month starting September 2025, no specific hours per month devoted to business during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-26 |
| S66 | Uniform Combined State Law Examination | 2017-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-30 |
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