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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 | 2025-09-15 |
Branch Locations
Citi Wealth Management, Investment 201 S. Biscayne Blvd., 6Th Fl, Miami, FL 33131 • United States
Huntington, NY • United States
Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 10/2012 | 09/2023 |
| Premier Investments, Llc | Huntington | NY | 05/2024 | 10/2024 |
| Foreside Fund Services, Llc | Huntington | NY | 06/2024 | 10/2024 |
| Unemployed | New York | NY | 10/2023 | 05/2024 |
| New York Life Insurance Company | New York | NY | 10/2024 | 08/2025 |
| Nylife Securities Llc | New York | NY | 11/2024 | 08/2025 |
| Eagle Strategies Llc | New York | NY | 08/2025 | 08/2025 |
| Citigroup | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-18 |
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