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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2021-05-24 |
Branch Locations
Citi Private Bank 1101 Pennsylvania Ave., Nw, 11Th Floor, Washington, DC 20004 • United States
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
Baltimore, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Baltimore | MD | 08/2016 | 10/2016 |
| Wells Fargo Bank | Baltimore | MD | 11/2016 | 08/2020 |
| Wells Fargo Clearing Services Llc | Baltimore | MD | 11/2016 | 08/2020 |
| Citigroup | Washington | DC | 08/2020 | Present |
Nevermore Crossfit; Not Investment-related; Nature: Coaching athletes for exercise workouts; Baltimore, MD; Started: July 8, 2024; Title: Coach; Duties: Coaching people during a 1-hour workout; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-22 |
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