Sanjay S Benegal

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 11/2021
  Citizens Bank, N.A.
  Boston, MA
• 12/2021 → Present
  Citigroup
  New York, NY

Previous Registrations

• 2011-05-25 → 2015-04-17
  Citigroup Global Markets Inc.
  Philadelphia, PA
  Washington, DC
  New York, NY
• 2022-04-01 → 2010-06-30
  Citi Private Alternatives, Llc
  New York, NY

Other Businesses

OA name: RAS Properties of PA LLC - Investment related, Yes - Location: Yardley, PA - Affiliation begins 04/2018- Title: Shareholder/Partner -Nature: purchase residential real for rental and/or estate for resale - 5 hours a month (after business hours). 1-2 hours per month (During Trading hours)///OA name: CREDIT RISK MANAGEMENT PROFESSIONALS NETWORK, Nature: (FICO and Experion provide credit analytics, scoring and date solutions for financial institutions. They and other credit focused businesses may engage with me for sponsoring posts/content in my LinkedIn group.), (Investment-related: No, Location: Yardley, PA, started 11/10/2025), Title: Content Creator and community/group administrator, Duties: Facilitating industry discussions, creating educational content and exploring sponsorships opportunities., Hours: (0 trading hours/month, 3-4 non-trading hours/month).

Exams

• S66 Uniform Combined State Law Examination
  2022-03-25
• S63 Uniform Securities Agent State Law Examination
  1991-12-20

Other Names

• Jay Benegal
• Sunjay Suresh Benegal
• Sanjay Suresh Benegal