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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
NY RA APPROVED 2022-01-24
  • NY RA
    APPROVED
    Since 2022-01-24

Branch Locations

Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States

Brooklyn, NY • 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
Citi New York NY 07/2021 Present
Citi New York NY 07/2020 08/2020
Intercontinental Capital Group D.b.a Fellowship Home Loans Rockville Centre NY 05/2019 06/2020
Memorial Sloan Kettering Cancer Services (Summer Employement) New York NY 05/2017 08/2018
George School Newtown PA 08/2013 05/2017
Hobart And William Smith Colleges Geneva NY 08/2017 05/2021
  • 07/2021 → Present
    Citi
    New York, NY
  • 07/2020 → 08/2020
    Citi
    New York, NY
  • 05/2019 → 06/2020
    Intercontinental Capital Group D.b.a Fellowship Home Loans
    Rockville Centre, NY
  • 05/2017 → 08/2018
    Memorial Sloan Kettering Cancer Services (Summer Employement)
    New York, NY
  • 08/2013 → 05/2017
    George School
    Newtown, PA
  • 08/2017 → 05/2021
    Hobart And William Smith Colleges
    Geneva, NY
Previous Registrations
  • 2022-01-24 → 2010-06-30
    Citi Private Alternatives, Llc
    New York, NY
    New York, NY
    Tampa, FL
    New York, NY
    New York, NY
    New York, NY
    Brooklyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-13
  • S66 Uniform Combined State Law Examination
    2021-12-13
Other Names
  • Darius Brummell

View on SEC IAPD

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