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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 2025-10-30
  • NY RA
    APPROVED
    Since 2025-10-30

Branch Locations

Citi Retail Banking 90 Park Avenue, New York, NY 10016 • United States

Citi Wealth Management, Sales 153 E. 53Rd Street Aka 601 Lexington Ave, New York, NY 10022 • 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
Handymack New York NY 09/2017 06/2018
Department Of Education New York NY 06/2018 12/2018
Jpmorgan Chase Bank, N.A. Brooklyn NY 12/2022 12/2024
Bareburger New York NY 04/2016 08/2017
J.P. Morgan Securities Llc Oakland Gardens NY 02/2019 12/2022
Unemployed Rego Park NY 01/2019 01/2019
J.P. Morgan Securities Llc Brooklyn NY 01/2025 09/2025
Citigroup New York NY 09/2025 Present
  • 09/2017 → 06/2018
    Handymack
    New York, NY
  • 06/2018 → 12/2018
    Department Of Education
    New York, NY
  • 12/2022 → 12/2024
    Jpmorgan Chase Bank, N.A.
    Brooklyn, NY
  • 04/2016 → 08/2017
    Bareburger
    New York, NY
  • 02/2019 → 12/2022
    Oakland Gardens, NY
  • 01/2019 → 01/2019
    Unemployed
    Rego Park, NY
  • 01/2025 → 09/2025
    Brooklyn, NY
  • 09/2025 → Present
    Citigroup
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-30
S65 Uniform Investment Adviser Law Examination 2025-08-14
  • S63 Uniform Securities Agent State Law Examination
    2025-12-30
  • S65 Uniform Investment Adviser Law Examination
    2025-08-14

View on SEC IAPD

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