Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-15 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Citi Private Bank 388 Greenwich St. 30Th Fl., Ny, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Bank | New York | CA | 06/2024 | 08/2024 |
| Tucci Boutique | San Diego | CA | 04/2021 | 07/2021 |
| Claremont Mckenna | Claremont | CA | 08/2024 | 12/2024 |
| Whiskey And Leather | San Diego | CA | 05/2019 | 12/2020 |
| Citi Bank | New York | NY | 07/2025 | Present |
| Horizon Prep | Rancho Sante Fe | CA | 05/2015 | 05/2021 |
| Claremont Mckenna College | Claremont | CA | 08/2021 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
Reach out to this advisor