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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 2025-09-02
  • NY RA
    APPROVED
    Since 2025-09-02

Branch Locations

Citi Wealth Management, Service/Operations 1 Reckson Plaza, Fl G, Uniondale, NY 11556 • United States

Cwm Retail, Sales 120 Broadway, New York, NY 10271 • United States

Yonkers, NY • 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
Punch Fitness Center New York NY 01/2011 06/2017
Ombligo Brooklyn NY 12/2017 04/2018
Barclays Bank Plc Whippany NJ 02/2019 03/2022
Citi Group New York NY 03/2022 Present
Unemployed Due To Injury Brooklyn NY 04/2018 02/2019
Studying Cyber Security At Per Scholas Brooklyn NY 06/2017 10/2017
  • 01/2011 → 06/2017
    Punch Fitness Center
    New York, NY
  • 12/2017 → 04/2018
    Ombligo
    Brooklyn, NY
  • 02/2019 → 03/2022
    Barclays Bank Plc
    Whippany, NJ
  • 03/2022 → Present
    Citi Group
    New York, NY
  • 04/2018 → 02/2019
    Unemployed Due To Injury
    Brooklyn, NY
  • 06/2017 → 10/2017
    Studying Cyber Security At Per Scholas
    Brooklyn, NY
Other Businesses

Victorious Fitness Club LLC; Not Investment-related; Nature: Fitness Training; Union, NJ; Started: May 15, 2024; Title: Head Coach/President; Duties: provide fitness training to high-end clients through the arts of boxing and kickboxing; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. //// Elite Amenity Management; Not Investment-related; Nature: Provide personal trainers; New York City, NY; Started: January 1, 2022; Title: Boxing Instructor; Duties: I am a boxing instructor that works with elite; No time is devoted each month during securities trading hours; 6-10 hours are devoted each month outside of securities trading hours.///

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-28
S63 Uniform Securities Agent State Law Examination 2024-12-10
  • S65 Uniform Investment Adviser Law Examination
    2025-08-28
  • S63 Uniform Securities Agent State Law Examination
    2024-12-10
Other Names
  • Villi Bello

View on SEC IAPD

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