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Marshall Scott Lucas

Citigroup Global Markets Inc.

New York, NY

New York, NY

CRD 7094324

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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
TX RA APPROVED_RES 2025-05-24
NY RA APPROVED 2021-08-17
NJ RA APPROVED 2019-11-13
  • TX RA
    APPROVED_RES
    Since 2025-05-24
  • NY RA
    APPROVED
    Since 2021-08-17
  • NJ RA
    APPROVED
    Since 2019-11-13

Branch Locations

Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States

New York, 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
Prescott Group Dallas TX 04/2018 11/2018
Southern Methodist University Dallas TX 08/2015 05/2019
Dave Perry Miller Real Estate Dallas TX 01/2018 09/2018
Wingert Real Estate Dallas TX 05/2017 03/2018
Smu Grill Guys Dallas TX 05/2016 09/2017
Citi Private Bank New York NY 07/2019 Present
  • 04/2018 → 11/2018
    Prescott Group
    Dallas, TX
  • 08/2015 → 05/2019
    Southern Methodist University
    Dallas, TX
  • 01/2018 → 09/2018
    Dave Perry Miller Real Estate
    Dallas, TX
  • 05/2017 → 03/2018
    Wingert Real Estate
    Dallas, TX
  • 05/2016 → 09/2017
    Smu Grill Guys
    Dallas, TX
  • 07/2019 → Present
    Citi Private Bank
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-12
  • S66 Uniform Combined State Law Examination
    2019-11-12
Other Names
  • Marshall Lucas

View on SEC IAPD

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