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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-01 |
Branch Locations
Citi Wealth Management, Service/Operations 1000 Technology Drive, 3Rd Fl, O'FAllon, MO 63368 • United States
Citi Wealth Management, Nic 14000 Citi Cards Way, C2, Jacksonville, FL 32258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Missouri | St. Louis | MO | 08/2014 | 05/2018 |
| Edward Jones | St. Louis | MO | 12/2018 | 07/2020 |
| Stifel | St. Louis | MO | 10/2020 | 09/2022 |
| Stifel | St. Louis | MO | 10/2022 | 07/2024 |
| Unemployed | St. Louis | MO | 05/2018 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 11/2024 | 07/2025 |
| Unemployed | St. Louis | MO | 08/2024 | 10/2024 |
| Citigroup Global Markets Inc. | O'FAllon | MO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-03 |
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