Best Investors Account Sign in
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 2022-11-16
  • NY RA
    APPROVED
    Since 2022-11-16

Branch Locations

Cwm Retail, Sales 1524 Union Tpke, New Hyde Park, NY 11040 • United States

Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • 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
Hsbc Bank Usa, N.A. Hewlett NY 03/2007 11/2017
Hsbc Bank Usa, N.A. Hewlett NY 11/2017 04/2018
Hsbc Bank Usa, N.A. Hewlett NY 04/2018 02/2022
Hsbc Securities (Usa) Inc. Hewlett NY 05/2018 02/2022
Citigroup Garden City Park NY 05/2022 Present
  • 03/2007 → 11/2017
    Hsbc Bank Usa, N.A.
    Hewlett, NY
  • 11/2017 → 04/2018
    Hsbc Bank Usa, N.A.
    Hewlett, NY
  • 04/2018 → 02/2022
    Hsbc Bank Usa, N.A.
    Hewlett, NY
  • 05/2018 → 02/2022
    Hsbc Securities (Usa) Inc.
    Hewlett, NY
  • 05/2022 → Present
    Citigroup
    Garden City Park, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-15
S63 Uniform Securities Agent State Law Examination 2004-04-26
  • S65 Uniform Investment Adviser Law Examination
    2022-11-15
  • S63 Uniform Securities Agent State Law Examination
    2004-04-26
Other Names
  • Melody Nadine Lawrence
  • Melody N Fuller
  • Melody Nadine Fuller
  • Melodyn Fuller

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New Hyde Park, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor