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Elizabeth Terrell

Citigroup Global Markets Inc.

Dunedin, FL

Greenwich, CT

Tampa, FL

CRD 7092808

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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
FL RA APPROVED 2024-05-03
GA RA APPROVED 2019-08-20
  • FL RA
    APPROVED
    Since 2024-05-03
  • GA RA
    APPROVED
    Since 2019-08-20

Branch Locations

Dunedin, FL • United States

Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States

Citi Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610-9122 • 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
Citigroup Atlanta GA 04/2019 Present
Citigroup Atlanta GA 08/2016 04/2019
Citigroup Atlanta GA 11/2014 08/2016
  • 04/2019 → Present
    Citigroup
    Atlanta, GA
  • 08/2016 → 04/2019
    Citigroup
    Atlanta, GA
  • 11/2014 → 08/2016
    Citigroup
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-19
  • S66 Uniform Combined State Law Examination
    2019-08-19

View on SEC IAPD

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