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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-25 |
| MO | RA | APPROVED | 2023-01-09 |
Branch Locations
Saint Louis, MO • United States
Citi Wealth Management, Nic 14000 Citi Cards Way, Building C2, Jacksonville, FL 32258 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | St. Louis | MO | 11/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 11/2016 | 12/2022 |
| Citigroup | O'FAllon | MO | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-27 |
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