Best Investors
Account
Sign in
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 | 2021-12-17 |
Branch Locations
Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • United States
Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brandeis International Business School | Waltham | MA | 09/2015 | 05/2017 |
| Bank Of New York Mellon | Everett | MA | 07/2017 | 02/2018 |
| Spinnaker Capital Llc | Boston | MA | 03/2018 | 06/2021 |
| Citi | Boston | MA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-17 |
Reach out to this advisor