Anthony Joseph Cerulli

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

• 08/2015 → Present
  Citigroup Global Markets Inc.
  Plainview, NY

Previous Registrations

• 2007-05-29 → 2015-05-19
  Citigroup Global Markets Inc.
  Bay Shore, NY
  Plainview, NY
  Long Island City, NY
  Plainview, NY
  Long Island City, NY
  Long Island City, NY
• 2005-05-09 → 2007-05-29
  Citicorp Investment Services
  Long Island City, NY
  Long Island City, NY
  Long Island City, NY
• 2004-10-20 → 2005-04-19
  Banc Of America Investment Services, Inc.
  Lake Grove, NY
• 2004-06-04 → 2004-10-20
  Quick & Reilly, Inc.
  Islandia, NY

Other Businesses

Uber; Driving Service; Not investment-related; Long Island, NY; Affiliation started on 12/4/2021; Title: Driver; Duties: Drive 5-15 hours on the weekends; 0 hours devoted each month during securities trading hours; 30 hours devoted each month outside securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-03
• S63 Uniform Securities Agent State Law Examination
  1993-03-29

Other Names

• Anthony J Cerulli