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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

AuthorityCategoryStatusDate
NY RA APPROVED 2025-06-20
  • NY RA
    APPROVED
    Since 2025-06-20

Branch Locations

Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States

Randolph, NJ • United States

Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States

Randolph, NJ • 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
OrganizationCityStateFromTo
Citibank New York NY 09/2022 Present
Us Mission To Nato (Us Army) Brussels 09/2020 08/2022
Headquarters, Department Of The Army Washington DC 08/2018 08/2020
1 (German-Netherlands) Corps (Us Army) Muenster 09/2016 07/2018
  • 09/2022 → Present
    Citibank
    New York, NY
  • 09/2020 → 08/2022
    Us Mission To Nato (Us Army)
    Brussels
  • 08/2018 → 08/2020
    Headquarters, Department Of The Army
    Washington, DC
  • 09/2016 → 07/2018
    1 (German-Netherlands) Corps (Us Army)
    Muenster
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-20
  • S66 Uniform Combined State Law Examination
    2025-06-20

View on SEC IAPD

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