Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2018-09-21 |
Branch Locations
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
Citi Private Bank 2700 Post Oak Blvd 5Th Floor, Suite 500, Houston, TX 77056-5830 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insperity, Inc. | Kingwood | TX | 07/2011 | 08/2018 |
| Mv Securities Group, Inc. | Houston | TX | 09/2014 | 08/2018 |
| The Monroe Vos Consulting Group, Inc. | Houston | TX | 08/2016 | 08/2018 |
| Citigroup | Houston | TX | 09/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-17 |
Reach out to this advisor