Julian Mauro D Ambrosi

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 12/2025
  Citigroup Global Markets Inc.
  New York, NY
• 12/2019 → 07/2022
  Citi International Financial Services Llc
  Miami, FL
• 12/2025 → Present
  Tiaa
  New York, NY
• 12/2025 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY

Previous Registrations

• 2020-11-19 → 2025-12-16
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Jersey City, NJ
  Summit, NJ
  Summit, NJ
• 2012-10-01 → 2014-07-14
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
• 2005-11-28 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  New York, NY
  New York City, NY
  New York, NY
  New York, NY
  Houston, TX
  New York, NY
  New York, NY
  Tucson, AZ

Other Businesses

CREATIVE ART WORKS POSITION: Vice Chair / Member of Finance Committee NATURE: Since 1986, we've been at the forefront of change within our urban community - empowering young people through arts programming that incorporates... creative expression, academic enrichment and community engagement. We put creative art to work, helping young people develop the personal and professional skills to meaningfully shape their futures for the better. The organization works directly with schools to offer programs, sponsors public art work and also paid teacher assistance programs. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2025 ADDRESS: 100 W. 33rd Street, Suite 1026, New York NY 10001, United States DESCRIPTION: The Vice Chair supports the President and steps in when needed to ensure continuity of leadership. Delegation: Performs the duties of the President in their absence or disability. Finance Committee: Member of the Finance Committee to work with Management in building the annual budget and regularly reviewing financial statements and ensuring proper stewardship of funds. Special Projects: Chairs specific committees or leads strategic task forces as needed.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-16
• S65 Uniform Investment Adviser Law Examination
  2005-01-05
• S63 Uniform Securities Agent State Law Examination
  2003-12-15

Other Names

• Julian M D'AMbrosi
• Julian D Ambrosi
• Julian Mauro D Ambrosi