Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2015-03-17 |
Branch Locations
Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 05/2007 | Present |
PARTNER - SUMMIT DESIGN ASSOC. NAME OF BUSINESS: SUMMIT DESIGN ASSOCIATES, 18 SUMMIT AVE, LARCHMONT, NY 10538. BUSINESS IS AN INTERIOR DESIGN BUSINESS, I AM A PARTNER WITH MY WIFE. I AM A NON-ACTIVE PARTNER IN THE BUSINESS. I SPEND NO TIME ON THE BUSINESS. I RECEIVE NO COMPENSATION. THE BUSINESS GENERATES EITHER A LOSS OR PROFIT (DEPENDENT ON YEAR) WHICH IS REFLECTED ON SCHEDULE (OF PERSONAL (JOINT) TAX RETURN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-19 |
Reach out to this advisor