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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 | 2025-11-20 |
Branch Locations
Cwm Retail, Sales 1275 Madison Avenue, New York, NY 10128 • United States
Cwm Retail Banking, Sales 1091 Third Avenue, New York, NY 10065 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue - 02, Fort Lee, NJ 07024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 11/2020 | 09/2022 |
| J.P. Morgan Securities Llc | New York | NY | 11/2020 | 09/2022 |
| Wells Fargo Bank N.A. | Houston | TX | 04/2017 | 10/2020 |
| Boost Mobile | Houston | TX | 05/2015 | 01/2017 |
| Unemployed | Houston | TX | 02/2017 | 03/2017 |
| Wells Fargo Clearing Services, Llc | New York | NY | 03/2023 | 10/2025 |
| Wells Fargo Bank, Na | New York | NY | 03/2023 | 10/2025 |
| Unemployed | New York | NY | 09/2022 | 03/2023 |
| Citigroup | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-15 |
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