Ryan Soule

Citigroup Global Markets Inc.

CRD 6452883

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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

Authority	Category	Status	Date
GA	RA	APPROVED	2022-06-29

GA RA
APPROVED

Since 2022-06-29

Branch Locations

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

Citi Private Bank, One Buckhead Plaza 3060 Peachtree Rd Nw, 7Th Floor, Suite 700, Atlanta, GA 30305 • United States

Atlanta, GA • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Jacksonville	FL	02/2015	06/2022
Citigroup	Atlanta	GA	06/2022	Present

02/2015 → 06/2022

Fidelity Brokerage Services Llc

Jacksonville, FL
06/2022 → Present

Citigroup

Atlanta, GA

Previous Registrations

2019-06-17 → 2022-06-20

Fidelity Personal And Workplace Advisors

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-04-22
S63	Uniform Securities Agent State Law Examination	2015-04-06

S65 Uniform Investment Adviser Law Examination

2019-04-22
S63 Uniform Securities Agent State Law Examination

2015-04-06

Other Names

Ryan Pomeroy Soule

View on SEC IAPD

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