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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 | 2024-05-09 |
Branch Locations
Miami Beach, FL • United States
Citi Wealth Management, Private Bank Sales 388 Greenwich St., Fl 31, New York, NY 10013 • United States
Citi Private Bank 201 S. Biscayne Blvd., 33Rd Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 05/2016 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 02/2020 | 08/2020 |
| Citigroup | New York | NY | 08/2020 | Present |
| Bofa Securities, Inc. | New York | NY | 05/2019 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-02 |
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