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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 |
|---|---|---|---|
| PR | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED_RES | 2025-05-24 |
| FL | RA | APPROVED | 2018-05-07 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Suite 100, Miami, FL 33131 • United States
Cwm Retail, Sales 201 S. Biscayne Blvd, Miami, FL 33131 • United States
Cwm Retail, Sales 2001 North Biscayne Blvd., Miami, FL 33137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Miami | FL | 07/2015 | Present |
NAME OF ENTITY: (SELF); 5667 MIAMI GRDENS, FL 33055; POSITION: SOLE PROPRIETOR DETAILS RENTAL PROPERTY.; STARTED 08/02/2014. INDEFINITE TERM. INDEFINITE TERM. 4 HOURS PER MONTH AND 0 HOURS DURING SECURITIES TRADING.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-23 |
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