Michael Warren Conrad

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-05-24
DC	RA	APPROVED	2022-08-31

TX RA
APPROVED_RES

Since 2025-05-24
DC RA
APPROVED

Since 2022-08-31

Branch Locations

Hamilton, VA • United States

Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bank Of America	Chevy Chase	MD	03/2013	02/2022
Citigroup	Washington	DC	02/2022	Present

03/2013 → 02/2022

Bank Of America

Chevy Chase, MD
02/2022 → Present

Citigroup

Washington, DC

Previous Registrations

2010-07-30 → 2012-09-13

Equitable Advisors, Llc

Wellesley, MA

Westborough, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-12

S66 Uniform Combined State Law Examination

2022-04-12

Other Names

Michael Conrad
Michael Warren Conrad

View on SEC IAPD