Kayla Conelli

Citigroup Global Markets Inc.

Port Jefferson, NY

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Current Employers

Citigroup Global Markets Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-05-06

NY RA
APPROVED

Since 2026-05-06

Branch Locations

Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States

Cwm Retail, Sales 1000 Willis Avenue, Albertson, NY 11507 • 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

Organization	City	State	From	To
Daniel Treacy - Equitable Advisors, Llc.	Melville	NY	05/2021	04/2025
Raindew	Flushing	NY	10/2019	05/2021
Chillato	Whitestone	NY	02/2021	09/2021
Commonpoint Queens	Fresh Meadows	NY	07/2018	03/2021
Baruch College	New York	NY	08/2020	12/2024
St. Francis Preparatory School	Fresh Meadows	NY	09/2016	06/2020
Equitable Advisors, Llc.	Melville	NY	04/2025	04/2026
Citigroup	East Meadow	NY	04/2026	Present

05/2021 → 04/2025

Daniel Treacy - Equitable Advisors, Llc.

Melville, NY
10/2019 → 05/2021

Raindew

Flushing, NY
02/2021 → 09/2021

Chillato

Whitestone, NY
07/2018 → 03/2021

Commonpoint Queens

Fresh Meadows, NY
08/2020 → 12/2024

Baruch College

New York, NY
09/2016 → 06/2020

St. Francis Preparatory School

Fresh Meadows, NY
04/2025 → 04/2026

Equitable Advisors, Llc.

Melville, NY
04/2026 → Present

Citigroup

East Meadow, NY

Previous Registrations

2025-04-28 → 2026-04-13

Equitable Advisors, Llc

Melville, NY

Melville, NY

Flushing, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-10

S66 Uniform Combined State Law Examination

2024-09-10

View on SEC IAPD

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