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Yossry Ghaly

Citigroup Global Markets Inc.

Huntington Beach, CA

Fountain Valley, CA

CRD 7338500

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Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-03-14
  • CA RA
    APPROVED
    Since 2023-03-14

Branch Locations

Cwm Retail, Sales 7552 Edinger Avenue, Suite 1A, Huntington Beach, CA 92647 • United States

Citi Wealth Management, Sales 17400 Brookhurst St., Ste 200, Fountain Valley, CA 92708 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors Llc Irvine CA 04/2021 08/2021
Unemployed Fountain Valley CA 11/2019 04/2021
Unemployed Cairo 06/2019 11/2019
Swiss International Financial Brokerage Sharq 08/2017 06/2019
Henyep Asiya Sharq 01/2016 08/2017
Jp Morgan Chase Bank, N.A. Carson CA 10/2021 03/2023
J.P Morgan Securities Llc Carson CA 10/2021 03/2023
Unemployed Fountain Valley CA 08/2021 09/2021
Citigroup Laguna Niguel CA 03/2023 Present
  • 04/2021 → 08/2021
    Equitable Advisors Llc
    Irvine, CA
  • 11/2019 → 04/2021
    Unemployed
    Fountain Valley, CA
  • 06/2019 → 11/2019
    Unemployed
    Cairo
  • 08/2017 → 06/2019
    Swiss International Financial Brokerage
    Sharq
  • 01/2016 → 08/2017
    Henyep Asiya
    Sharq
  • 10/2021 → 03/2023
    Jp Morgan Chase Bank, N.A.
    Carson, CA
  • 10/2021 → 03/2023
    J.P Morgan Securities Llc
    Carson, CA
  • 08/2021 → 09/2021
    Unemployed
    Fountain Valley, CA
  • 03/2023 → Present
    Citigroup
    Laguna Niguel, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-30
  • S66 Uniform Combined State Law Examination
    2021-03-30

View on SEC IAPD

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