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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 | 2024-12-02 |
Branch Locations
Citi Private Bank 201 S. Biscayne Blvd, Fl 31 Ste 3100 & Fl 33 Ste 3, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse Ag, Nassau Branch | Nassau | 07/2022 | 02/2024 | |
| Credit Suisse Ag, Nassau Branch | Nassau | 04/2017 | 07/2022 | |
| Credit Suisse Ag, Nassau Branch | Nassau | 08/2011 | 04/2017 | |
| Unemployed | Miami | FL | 02/2024 | 09/2024 |
| Citigroup Global Markets Inc | Miami | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-01 |
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