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Sophie Wilder

Citigroup Global Markets Inc.

Greenwich, CT

Boston, MA

Boston, MA

CRD 8164173

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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 2026-03-07
  • NY RA
    APPROVED
    Since 2026-03-07

Branch Locations

Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States

Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • United States

Boston, MA • 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
Hotchkiss School Lakeville CT 09/2016 08/2017
Trinity College Hartford CT 09/2017 05/2021
Harney & Sons Fine Teas Millerton NY 05/2021 12/2021
Bny Wealth Boston MA 01/2022 10/2025
Citigroup Boston MA 10/2025 Present
  • 09/2016 → 08/2017
    Hotchkiss School
    Lakeville, CT
  • 09/2017 → 05/2021
    Trinity College
    Hartford, CT
  • 05/2021 → 12/2021
    Harney & Sons Fine Teas
    Millerton, NY
  • 01/2022 → 10/2025
    Bny Wealth
    Boston, MA
  • 10/2025 → Present
    Citigroup
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-07
  • S66 Uniform Combined State Law Examination
    2026-03-07
Other Names
  • Sophie Wilder
  • Sophia Wilder

View on SEC IAPD

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