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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-30 |
Branch Locations
201 S Biscayne Blvd 33, Miami, FL 33131 • United States
388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Boca Raton | FL | 05/2016 | 11/2016 |
| Wells Fargo Bank Na | Boca Raton | FL | 05/2016 | 07/2020 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2016 | 07/2020 |
| Morgan Stanley | Coral Gables | FL | 08/2020 | 09/2021 |
| Citigroup Global Markets Inc | Miami | FL | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-08 |
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