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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-28
FL RA APPROVED 2024-05-07
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • FL RA
    APPROVED
    Since 2024-05-07

Branch Locations

Cwm Retail, Sales 3102 Nw 50Th St, Tamarac, FL 33309 • United States

Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States

Coral Springs, FL • United States

Cwm Retail, Sales 899 W. Cypress Creek Rd., Ft. Lauderdale,, FL 33309 • United States

Cwm Retail, Sales 3101 North Federal Highway, Fort Lauderdale, FL 33306 • United States

Citi Retail Banking 1290 Weston Road, Weston, FL 33326 • 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
OrganizationCityStateFromTo
Citibank N.A Weston FL 10/2006 03/2024
Citigroup Weston FL 04/2024 Present
  • 10/2006 → 03/2024
    Citibank N.A
    Weston, FL
  • 04/2024 → Present
    Citigroup
    Weston, FL
Previous Registrations
  • 2020-06-01 → 2024-04-16
    Miami, FL
    Boca Raton, FL
    Weston, FL
    Boca Raton, FL
    Miramar, FL
    Chicago, IL
    Deerfield Bch, FL
    Miami, FL
    Plantation, FL
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-30
S63 Uniform Securities Agent State Law Examination 2015-07-31
  • S65 Uniform Investment Adviser Law Examination
    2020-05-30
  • S63 Uniform Securities Agent State Law Examination
    2015-07-31
Other Names
  • Renato Teixeira
  • Renato Araujo Teixeira

View on SEC IAPD

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