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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 | 2021-08-17 |
| NJ | RA | APPROVED | 2018-01-18 |
Branch Locations
Long Island City, NY • United States
Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States
Citi Wealth Management, Investment 201 S. Biscayne Blvd., 6Th Fl, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investec Asset Management North America, Inc. | New York | NY | 03/2013 | 03/2017 |
| Foreside Fund Services, Llc | New York | NY | 10/2014 | 03/2017 |
| Citigroup | New York | NY | 11/2017 | Present |
| Dome Medical Technologies | New York | NY | 03/2017 | 11/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-25 |
| S66 | Uniform Combined State Law Examination | 2005-12-24 |
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