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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 | 2025-06-21 |
Branch Locations
Cwm Retail, Sales 787 7Th Avenue, New York, NY 10019 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue, Suite 200, 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 | 09/2019 | 05/2025 |
| J.P. Morgan Securities Llc | New York | NY | 01/2021 | 05/2025 |
| The Sake Club, Inc (Dba Sakagura) | New York | NY | 08/2019 | 03/2020 |
| Element Dining Inc/ Niwa Japanese Bbq | Dallas | TX | 11/2017 | 04/2019 |
| Unemployed | Dallas | TX | 05/2019 | 07/2019 |
| Unemployed | Dallas | TX | 06/2016 | 10/2017 |
| Citigroup | New York | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-22 |
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