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Reed Lipsey

Citigroup Global Markets Inc.

Boynton Beach, FL

Miami, FL

CRD 5388864

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Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-22
  • FL RA
    APPROVED
    Since 2025-12-22

Branch Locations

Cwm Retail, Sales 10086 Jog Road, Boynton Beach, FL 33437 • United States

Citi Wealth Management, Sales 201 S. Biscayne Blvd 5Th Fl, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup New York NY 03/2014 08/2018
Wells Fargo Bank, Na New York NY 07/2018 10/2025
Wells Fargo Clearing Services, Llc New York NY 08/2018 10/2025
Citigroup Boynton Beach FL 11/2025 Present
  • 03/2014 → 08/2018
    Citigroup
    New York, NY
  • 07/2018 → 10/2025
    Wells Fargo Bank, Na
    New York, NY
  • 08/2018 → 10/2025
    Wells Fargo Clearing Services, Llc
    New York, NY
  • 11/2025 → Present
    Citigroup
    Boynton Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-08
S63 Uniform Securities Agent State Law Examination 2007-09-06
  • S66 Uniform Combined State Law Examination
    2021-04-08
  • S63 Uniform Securities Agent State Law Examination
    2007-09-06
Other Names
  • Reed Lipsey
  • Reed William Lipsey

View on SEC IAPD

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