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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-05 |
Branch Locations
388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-04 |
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