Best Investors Account Sign in
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 2025-08-30
  • NY RA
    APPROVED
    Since 2025-08-30

Branch Locations

New York, NY • United States

Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States

New York, NY • 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 07/2025 Present
University Of Miami Coral Gables FL 08/2021 05/2025
Vail Christian High School Edwards CO 08/2017 05/2021
Berry Creek Middle School Edwards CO 08/2014 05/2017
  • 07/2025 → Present
    Citibank
    New York, NY
  • 08/2021 → 05/2025
    University Of Miami
    Coral Gables, FL
  • 08/2017 → 05/2021
    Vail Christian High School
    Edwards, CO
  • 08/2014 → 05/2017
    Berry Creek Middle School
    Edwards, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-30
  • S66 Uniform Combined State Law Examination
    2025-08-30
Other Names
  • Carlotta Porter

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor