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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 2025-05-24
CA RA APPROVED 2009-08-25
  • TX RA
    APPROVED_RES
    Since 2025-05-24
  • CA RA
    APPROVED
    Since 2009-08-25

Branch Locations

San Diego, CA • United States

Citi Retail Banking 1910 Garnet Ave, San Diego, CA 92109 • United States

Citi Wealth Management, Sales 17400 Brookhurst St. Suite 200, Fountain Valley, CA 92708 • United States

Citi Retail Banking 8813 Villa La Jolla Drive, La Jolla, CA 92037 • United States

Citi Retail Banking 13455 Poway Rd, Poway, CA 92064 • 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
Citi Smith Barney San Diego CA 09/2008 Present
  • 09/2008 → Present
    Citi Smith Barney
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-16
  • S66 Uniform Combined State Law Examination
    2009-06-16
Other Names
  • Nicholas Bialecki

View on SEC IAPD

More in San Diego, CA

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