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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-22 |
Branch Locations
Cwm Retail, Sales 6105 Jericho Turnpike, Commack, NY 11725 • United States
Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • 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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Bellport | NY | 05/2014 | 10/2022 |
| Jp Morgan Chase Bank | Bellport | NY | 10/2013 | 10/2022 |
| Self | Long Island | NY | 08/2014 | Present |
| Citigroup | Bay Shore | NY | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-16 |
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