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Zhuojie Liu

Citigroup Global Markets Inc.

Long Island City, NY

Flushing, NY

Roslyn, NY

CRD 5595764

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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
TX RA APPROVED_RES 2025-05-28
NY RA APPROVED 2021-08-17
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • 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 38-17 Main Street, Flushing, NY 11354 • United States

Roslyn, 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
Jpmorgan Chase Bank New York NY 03/2010 Present
J.P. Morgan Securities Llc New York NY 10/2012 Present
Aaron & Emma Llc Queens NY 06/2013 Present
Citigroup Global Markets Inc. New York NY 05/2015 Present
Previous Registrations
  • 2012-10-01 → 2015-05-12
    J.P. Morgan Securities Llc
    New York, NY
  • 2011-07-29 → 2012-10-01
    Chase Investment Services Corp.
    New York, NY
    New York, NY
Other Businesses

AARON & EMMA LLC QUEENS, NY 11421 SOLE OWNER- THE PURPOSE OF THE BUSINESS IS TO BUY AND RENT REAL ESTATE PROPERTY.STARTED 06/01/2013

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-28
S63 Uniform Securities Agent State Law Examination 2009-07-24
  • S65 Uniform Investment Adviser Law Examination
    2011-07-28
  • S63 Uniform Securities Agent State Law Examination
    2009-07-24
Other Names
  • Aaron Liu

View on SEC IAPD

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