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Jason Romeo

Citigroup Global Markets Inc.

Uniondale, NY

Massapequa, NY

CRD 7112030

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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 2021-08-17
NJ RA APPROVED 2021-02-05
  • NY RA
    APPROVED
    Since 2021-08-17
  • NJ RA
    APPROVED
    Since 2021-02-05

Branch Locations

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

Massapequa, 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
Anchor Consulting - Citigroup Long Island City NY 06/2018 05/2019
Unemployed New York NY 05/2018 06/2018
Diventi & Lee Cpas Massapequa NY 10/2017 04/2018
Cineflix New York NY 10/2014 04/2018
Citigroup Long Island City NY 05/2019 Present
  • 06/2018 → 05/2019
    Anchor Consulting - Citigroup
    Long Island City, NY
  • 05/2018 → 06/2018
    Unemployed
    New York, NY
  • 10/2017 → 04/2018
    Diventi & Lee Cpas
    Massapequa, NY
  • 10/2014 → 04/2018
    Cineflix
    New York, NY
  • 05/2019 → Present
    Citigroup
    Long Island City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-05
S63 Uniform Securities Agent State Law Examination 2019-08-14
  • S66 Uniform Combined State Law Examination
    2021-02-05
  • S63 Uniform Securities Agent State Law Examination
    2019-08-14

View on SEC IAPD

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