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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-27 |
| NY | RA | APPROVED | 2021-08-17 |
Branch Locations
Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States
Bryn Mawr, PA • 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 | 03/2009 | 07/2017 |
| J.P. Morgan Chase Bank, Na | New York | NY | 11/2016 | 07/2017 |
| Citigroup | New York | NY | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-18 |
| S66 | Uniform Combined State Law Examination | 2006-04-14 |
Reach out to this advisor