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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
NY RA APPROVED 2025-11-05
  • NY RA
    APPROVED
    Since 2025-11-05

Branch Locations

388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES

New York, NY • 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
Ubs Asset Management New York NY 08/2015 05/2024
The University Of Chicago, Booth School Of Business Chicago IL 09/2023 06/2025
Citigroup Global Markets Inc. New York NY 07/2025 Present
  • 08/2015 → 05/2024
    Ubs Asset Management
    New York, NY
  • 09/2023 → 06/2025
    The University Of Chicago, Booth School Of Business
    Chicago, IL
  • 07/2025 → Present
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-04
  • S66 Uniform Combined State Law Examination
    2017-03-04
Other Names
  • Enrique A Davila

View on SEC IAPD

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