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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 | 2022-04-04 |
Branch Locations
Citi Retail Banking 162 Amsterdam Avenue, New York, NY 10023 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue - 02, Fort Lee, NJ 07024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi | New York | NY | 04/2012 | 04/2020 |
| Wells Fargo Bank, Na | New York | NY | 04/2020 | 03/2022 |
| Wells Fargo Clearing Services, Llc | New York | NY | 04/2020 | 03/2022 |
| Citigroup | New York | NY | 03/2022 | Present |
Rental Property - Forest Hills, NY; Investment-related; Started: 7/01/2019; Title: Property Owner; Duties: None, day to day duties are handled by the property manager.; 0 hours are devoted each month during securities trading hours; 0 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-03 |
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