Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2021-02-09 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States
Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 06/2019 | 08/2019 |
| Brigham Young University | Provo | UT | 08/2019 | 04/2020 |
| Epic Ventures | Salt Lake City | UT | 08/2018 | 12/2018 |
| Wells Fargo | Phoenix | AZ | 05/2018 | 08/2018 |
| Citigroup | New York | NY | 08/2020 | Present |
| Unemployed | Kowloong Tong | 08/2015 | 08/2017 | |
| Unemployed | Provo | UT | 08/2017 | 05/2018 |
| Unemployed | Provo | UT | 12/2018 | 06/2019 |
| Unemployed | Saratoga Springs | UT | 04/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
Reach out to this advisor