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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-27 |
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2016-11-16 |
Branch Locations
Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States
Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • United States
Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States
Rockville Centre, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Inc. | New York | NY | 07/2010 | 10/2016 |
| Jpmorgan Chase Bank | New York | NY | 07/2010 | 10/2016 |
| Citigroup | New York | NY | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-28 |
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