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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-15 |
| NY | RA | APPROVED | 2022-11-07 |
Branch Locations
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
White Plains, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 02/2015 | 11/2022 |
| Jpmorgan Chase Bank Na | New York | NY | 02/2015 | 11/2022 |
| Citigroup | New York | NY | 11/2022 | Present |
OA name: Larchmont Yacht Club, OA Nature: Private club, (Investment-related: No, Location: Larchmont, New York, started 11/22/2025), Title: Weekend Bartender, Duties: Work in the restaurants and Pool bar, Hours: (0 trading hours/month, 11-20 non-trading hours/month). OA name: Pearl Properties, Nature: Robert Grossman is an Attorney but I would be working in his Real Estate business as a licensed Sales Person. Source of income is home sales where he receives a commission as the broker and would pay me a commission based on an agreed upon percentage (Investment-related: Yes, Location: White Plains, NY, started 02/01/2024), Title: Licensed Real Estate Sales Person, Duties: I would show properties to Roberts clients and oversee Open Houses where he has the listing. My NY Real Estate license is expired so I would need to activate upon approval, Hours: (0 during trading hours/month, 6-10 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-10 |
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