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Aileen L. Michalec

Citigroup Global Markets Inc.

Port Jefferson, NY

Smithtown, NY

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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-04-05
  • NY RA
    APPROVED
    Since 2022-04-05

Branch Locations

Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States

Cwm Retail, Sales 18 East Main Street, Smithtown, NY 11787 • 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
Hsbc Bank Usa, N.A. S Setauket NY 02/2015 02/2022
Citigroup Smithtown NY 02/2022 Present
  • 02/2015 → 02/2022
    Hsbc Bank Usa, N.A.
    S Setauket, NY
  • 02/2022 → Present
    Citigroup
    Smithtown, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-04
S63 Uniform Securities Agent State Law Examination 2008-06-04
  • S65 Uniform Investment Adviser Law Examination
    2022-04-04
  • S63 Uniform Securities Agent State Law Examination
    2008-06-04
Other Names
  • Aileen L O'COnnell
  • Aileen L O'COnnell

View on SEC IAPD

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ST. JAMES INVESTMENT ADVISORS, LLC · PORT JEFFERSON, NY
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KESTRA ADVISORY SERVICES, LLC · Port Jefferson, NY
KESTRA ADVISORY SERVICES, LLC · Pt. Jefferson, NY
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LPL FINANCIAL LLC · PORT JEFFERSON, NY
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