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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
DC RA APPROVED 2026-06-02
  • DC RA
    APPROVED
    Since 2026-06-02

Branch Locations

Clifton, VA • United States

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

Citi Private Bank 1101 Pennsylvania Ave., Nw, 11Th Floor, Washington, DC 20004 • 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
Student (Homeschooled) Clifton VA 01/2014 08/2021
Peterson's Ice Cream Depot Clifton VA 01/2018 08/2021
Clifton Cafe Clifton VA 06/2021 01/2023
Villagio Hospitality Group Clifton VA 01/2023 10/2025
Northern Virginia Community College Northern Virginia VA 09/2021 05/2023
George Mason University Clifton VA 09/2023 05/2025
Citigroup Washington, D.C. VA 10/2025 Present
  • 01/2014 → 08/2021
    Student (Homeschooled)
    Clifton, VA
  • 01/2018 → 08/2021
    Peterson's Ice Cream Depot
    Clifton, VA
  • 06/2021 → 01/2023
    Clifton Cafe
    Clifton, VA
  • 01/2023 → 10/2025
    Villagio Hospitality Group
    Clifton, VA
  • 09/2021 → 05/2023
    Northern Virginia Community College
    Northern Virginia, VA
  • 09/2023 → 05/2025
    George Mason University
    Clifton, VA
  • 10/2025 → Present
    Citigroup
    Washington, D.C., VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-18
  • S66 Uniform Combined State Law Examination
    2026-04-18
Other Names
  • Nathan Israel James
  • Nathan James

View on SEC IAPD

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