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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 | 2025-05-28 |
| IL | RA | APPROVED | 2020-02-06 |
| NJ | RA | APPROVED | 2013-11-13 |
Branch Locations
Citi Private Bank 227 West Monroe Street - 24, Chicago, IL 60606 • United States
Citi Private Bank 388 Greenwich Street, Trading - 5Th Floor, New York, NY 10013 • United States
Evanston, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 09/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-31 |
| S66 | Uniform Combined State Law Examination | 2001-11-16 |
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