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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-06 |
Branch Locations
Miami Beach, FL • United States
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
Citi Private Bank 201 S. Biscayne Blvd., 33Rd Floor, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 10/2009 | 07/2024 |
| Bank Of America, N.A. | Miami | FL | 06/2011 | 07/2024 |
| Wells Fargo Advisors Financial Network, Llc | Fort Lauderdale | FL | 07/2024 | 01/2026 |
| Citigroup Global Markets Inc. (Crd #7059) | Miami | FL | 01/2026 | Present |
| Citi Private Alternatives Llc (Crd #153777) | Miami | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-30 |
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