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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 | 2024-08-27 |
Branch Locations
Cwm Retail, Sales 2022 South Archer Avenue, Chicago, IL 60616 • United States
Cwm Retail, Sales 3430 S. Halsted Street, Chicago, IL 60608-6795 • United States
Citi Wealth Management, Sales 227 West Monroe St, Chicago, IL 60606 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Evanston | IL | 07/2015 | Present |
Wedding Emcee; Not Investment-related; Nature: Wedding planning; Chicago, IL; Started: 05/21/2022; Title: Emcee; Duties: Being an Emcee during wedding reception. It is event based.; 0 hours are devoted each month during securities trading hours; 1 hour is devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-13 |
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