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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
DC RA APPROVED 2024-01-12
  • DC RA
    APPROVED
    Since 2024-01-12

Branch Locations

Vienna, VA • United States

Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • 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
J.P. Morgan Securities Llc Washington DC 08/2023 10/2023
Jpmorgan Chase Bank, N.A. Washington DC 08/2023 10/2023
Morgan Stanely Baltimore MD 08/2021 07/2023
First National Bank Vienna VA 12/2020 07/2021
Funville Mumbai 02/2014 05/2019
Unemployed Vienna VA 06/2019 11/2020
Citigroup Washington DC 10/2023 Present
  • 08/2023 → 10/2023
    J.P. Morgan Securities Llc
    Washington, DC
  • 08/2023 → 10/2023
    Jpmorgan Chase Bank, N.A.
    Washington, DC
  • 08/2021 → 07/2023
    Morgan Stanely
    Baltimore, MD
  • 12/2020 → 07/2021
    First National Bank
    Vienna, VA
  • 02/2014 → 05/2019
    Funville
    Mumbai
  • 06/2019 → 11/2020
    Unemployed
    Vienna, VA
  • 10/2023 → Present
    Citigroup
    Washington, DC
Other Businesses

Alayah Corp; Not Investment-related; Nature: Software Development.; Vienna, VA; Started: July 3, 2019.; Title: Director. ; Duties: none. ; 0. hours are devoted each month during securities trading hours; 0. hours are devoted each month outside of securities trading hours. /////

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-22
  • S66 Uniform Combined State Law Examination
    2023-12-22
Other Names
  • Hina Rashid

View on SEC IAPD

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