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CRD 6626751
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 | 2025-02-02 |
| TX | RA | APPROVED | 2022-01-14 |
Branch Locations
Citi Wealth Management, Supervision 153 E. 53Rd Street, Fl 25, New York, NY 10022 • United States
Citi Wealth Management, Supervision 201 S. Biscayne Blvd. 6Th Fl, Miami, FL 33131 • United States
Crown Heights, NY • United States
San Antonio, TX • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | San Antonio | TX | 02/2016 | 01/2020 |
| Kforce For Victory Capital Mutual Funds | San Antonio | TX | 02/2020 | 05/2020 |
| Us Army | Fort Leonard Wood | MO | 06/2020 | 12/2021 |
| Citigroup | San Antonio | TX | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-24 |
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