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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| FL | RA | APPROVED | 2020-05-11 |
Branch Locations
Palmetto Bay, FL • United States
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Suite 100, Miami, FL 33131 • United States
Cwm Retail, Sales 9131 S. Dixie Hwy, Pinecrest, FL 33156 • United States
Cwm Retail, Sales 502 Brickell Avenue, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Miami | FL | 03/2017 | Present |
| Bank Of America, N.A. | Miami | FL | 11/2013 | 02/2017 |
Approved Activity: Rental Property Miami, FL//Is the outside business investment-related, per the definition given below? YES//What is the date the rental/real estate affiliation started? 11/01/2025//What is your title? Landlord//What are your duties? Landlord of rental property//How many hours do you devote to the outside business each month during securities trading hours? 0//How many hours do you devote to the outside business each month outside of securities trading hours? 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-26 |
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