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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-11 |
| NY | RA | APPROVED | 2024-01-10 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 01/2022 | Present |
| Td Bank | New York | NY | 06/2021 | 12/2021 |
| Clemson University | Clemson | SC | 08/2017 | 05/2021 |
| Eagle Rock Wealth Management | Morristown | NJ | 07/2020 | 09/2020 |
| Private Advisor Group | Morristown | NJ | 06/2019 | 08/2019 |
| Morristown Recreation Department | Morristown | NJ | 05/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-09 |
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