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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-15 |
| NY | RA | APPROVED | 2022-09-21 |
Branch Locations
Cwm Retail, Sales 721 Broad Street, Newark, NJ 07102 • United States
Cwm Retail, Sales 28-32 Ridgewood Avenue, Ridgewood, NJ 07450 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue, Fl 2, Fort Lee, NJ 07024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 12/2014 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 04/2021 | 08/2022 |
| Citigroup Global Markets Inc. | New York | NY | 02/2017 | 03/2021 |
| Bank Of America, N.A. | White Plains | NY | 04/2021 | 08/2022 |
| Citigroup Global Markets Inc | New York | NY | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-18 |
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