Pushkar Murthy

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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-27
CA	RA	APPROVED	2020-01-08

TX RA
APPROVED

Since 2025-05-27
CA RA
APPROVED

Since 2020-01-08

Branch Locations

Citi Private Bank 650 Town Center Drive, Suite 1550, Costa Mesa, CA 92626 • United States

Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States

Irvine, CA • 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

Organization	City	State	From	To
Affinity Investment Advisors	Newport Beach,	CA	11/2014	12/2019
Citigroup	Beverly Hills	CA	12/2019	Present

11/2014 → 12/2019

Affinity Investment Advisors

Newport Beach,, CA
12/2019 → Present

Citigroup

Beverly Hills, CA

Other Businesses

Amethyst 1000, LLC ; Investment-related; Nature: Residential real estate; Irvine, CA; Started: 12/6/2024; Title: Owner; Duties: minimal property management; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours./// Chalcedony 9000, LLC; Investment-related; Nature: Residential Condominium available for lease; San Diego, CA; Started: 12/6/2024; Title: Owner; Duties: minimal property management; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours./// Pearl 9000, LLC; Investment-related; Nature: Residential real estate; Lake Forest, CA; Started: 12/6/2024; Title: Owner; Duties: minimal property management; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///What is the name of the outside business? Mystic Topaz 3000 LLC//What is the nature of the outside business? Residential real estate//Is the outside business investment-related, per the definition given below? YES//What is the location (city and state only) of the outside business? Roseville, CA//What date did you start the outside business affiliation? 08/04/2025//What is your title in the outside business? Member//What are your duties in the outside business? Passive ownership of real estate. //How many hours do you devote to the outside business each month during securities trading hours? 0//How many hours do you devote to the outside business each month outside of securities trading hours? 1-5

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-02-18

S63 Uniform Securities Agent State Law Examination

2020-02-18

Designations

Chartered Financial Analyst

View on SEC IAPD