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Jeffrey Scott Kramer

Citigroup Global Markets Inc.

Long Island City, NY

Cedarhurst, NY

Cedarhurst, NY

CRD 2675884

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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
MD RA APPROVED 2022-02-24
NY RA APPROVED 2021-08-17
  • MD RA
    APPROVED
    Since 2022-02-24
  • NY RA
    APPROVED
    Since 2021-08-17

Branch Locations

Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States

Citi Retail Banking 530 Central Avenue, Cedarhurst, NY 11516 • United States

Cedarhurst, NY • 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
Citigroup Plainview NY 09/2013 Present
  • 09/2013 → Present
    Citigroup
    Plainview, NY
Previous Registrations
  • 2011-07-29 → 2013-09-27
    Morgan Stanley
    Jericho, NY
    Garden City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-28
S63 Uniform Securities Agent State Law Examination 1996-01-19
  • S65 Uniform Investment Adviser Law Examination
    2011-07-28
  • S63 Uniform Securities Agent State Law Examination
    1996-01-19
Other Names
  • Jeffrey Scott Kramer

View on SEC IAPD

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