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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-24 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Citi Private Bank 227 West Monroe Street - 24, Chicago, IL 60606 • United States
Berwyn, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Chicago | IL | 10/2012 | 04/2018 |
| Jp Morgan Chase Bank | Chicago | IL | 06/2012 | 04/2018 |
| Northern Trust Securities, Inc. | Chicago | IL | 05/2018 | 12/2021 |
| Northern Trust Bank | Chicago | IL | 05/2018 | 12/2021 |
| Citigroup Global Markets Inc. | Chicago | IL | 12/2021 | Present |
| Citi Private Advisory, Llc | New York | NY | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-28 |
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