Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-24 |
Branch Locations
Coral Springs, FL • United States
Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States
Cwm Retail, Sales 2789 University Drive, Coral Springs, FL 33065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Delray Beach | FL | 10/2014 | 11/2025 |
| Cetera Investment Advisers Llc | Delray Beach | FL | 10/2014 | 10/2025 |
| Cetera Investment Services Llc | St.CLoud | MN | 10/2014 | 10/2025 |
| Citigroup | Coral Springs | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-26 |
Reach out to this advisor