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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 |
|---|---|---|---|
| PR | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED_RES | 2025-05-24 |
| NY | RA | APPROVED | 2021-08-17 |
Branch Locations
Citi Wealth Management, Sales 153 E. 53Rd St, New York, NY 10022 • United States
Glen Head, NY • United States
Cwm Retail, Sales 205 East 42Nd Street, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Port Washington | NY | 11/2015 | 08/2019 |
| Jpmorgan Chase Bank | Port Washington | NY | 11/2015 | 08/2019 |
| Citigroup | Albertson | NY | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-12 |
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