Michael Mackenzie

$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	2023-10-25

Branch Locations

Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • United States

Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	03/2020	05/2021
Unemployed / Traveling	East Greenwich	RI	02/2019	03/2020
Schneider Electric	West Kingston	RI	09/2016	02/2019
Liberty Mutual	Weston	MA	04/2015	09/2016
Bank Of America, N.A.	Boston	MA	05/2020	10/2021
Citigroup	Boston	MA	11/2021	Present

03/2020 → 05/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
02/2019 → 03/2020

Unemployed / Traveling

East Greenwich, RI
09/2016 → 02/2019

Schneider Electric

West Kingston, RI
04/2015 → 09/2016

Liberty Mutual

Weston, MA
05/2020 → 10/2021

Bank Of America, N.A.

Boston, MA
11/2021 → Present

Citigroup

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-12