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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 | 2022-01-03 |
Branch Locations
Huntington, NY • United States
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase | New York | NY | 03/2020 | 08/2021 |
| Ibm | Armonk | NY | 06/2018 | 03/2020 |
| Ibm | Armonk | NY | 06/2017 | 08/2017 |
| University Of Florida | Gainesville | FL | 06/2014 | 05/2018 |
| Citigroup | New York | NY | 08/2021 | Present |
Fora Travel, Inc.; Not Investment-related; Nature: Travel Agency; I conduct business in my home (it is all fully remote/over phone and email. I don't meet clients in person). The official address of Fora though is 225 Broadway 23rd floor, New York, NY 10007.; Started: June 30, 2025; Title: Travel Agent; Duties: Book travel and accommodations for people. ; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-23 |
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