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 | 2020-08-26 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States
Citi Wealth Management, Investment 201 S. Biscayne Blvd., 6Th Fl, Miami, FL 33131 • 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 | 04/2018 | 07/2019 |
| Unemployed | New York | NY | 01/2018 | 04/2018 |
| The Mark Restaurant By Jeasn Georges | New York | NY | 10/2017 | 01/2018 |
| Butter Restaurant | New York | NY | 05/2014 | 08/2017 |
| Citigroup | New York | NY | 07/2019 | 05/2021 |
| Citigroup | New York | NY | 05/2021 | 12/2021 |
| Citigroup | New York | NY | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-20 |
Reach out to this advisor