Best Investors Account Sign in
Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-30
NJ RA APPROVED 2012-07-31
  • TX RA
    APPROVED
    Since 2024-09-30
  • NJ RA
    APPROVED
    Since 2012-07-31

Branch Locations

Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States

Citi Private Bank 2700 Post Oak Boulevard, Suite 500, Houston, TX 77056 • United States

Houston, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. New York NY 03/2012 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-30
  • S66 Uniform Combined State Law Examination
    2012-07-30
Other Names
  • Juan Carlos Arce Nagore

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor