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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-23 |
Branch Locations
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prevu, Inc. | New York | NY | 06/2016 | 08/2025 |
| Citi Private Bank | Greenwich | CT | 08/2025 | Present |
OA name: Prevu, Inc./Prevu Real Estate LLC, Nature: Real Estate Brokerage, (Investment-related: Yes, Location: New York, NY, started 09/05/2016), Title: Independent Contractor (real estate license), Duties: I will be an independent contractor under Prevu, Inc.'s real estate subsidiary, Prevu Real Estate LLC. I will conduct real estate salesperson responsibilities for buying and selling houses in my free time outside of business hours., Hours: (0 trading hours/month, 6-10 non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-08 |
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