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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-22 |
Branch Locations
Citi Private Bank 2700 Post Oak Boulevard, Suite 500, Houston, TX 77056 • United States
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Sugar Land, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Houston | TX | 08/2015 | Present |
TEKVAD LLC; Real Estate; Investment-related; Houston, TX; Affiliation started on 03/23/2018; Title: Owner with wife; Duties: none; 0 hours devoted each month during and outside securities trading hours./// Rental Property Rosenberg TX; Investment-related; Started: April 1, 2025; Title: Investor; Duties: My wife will be the manager of the property, I just will be a passive investor; No time is devoted each month during securities trading hours; 0 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-22 |
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