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Diego Martin Szuldman

Citigroup Global Markets Inc.

New York, NY

New York, NY

CRD 5088339

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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 2026-06-25
NY RA APPROVED 2021-08-17
NJ RA APPROVED 2012-05-08
  • TX RA
    APPROVED_RES
    Since 2026-06-25
  • NY RA
    APPROVED
    Since 2021-08-17
  • NJ RA
    APPROVED
    Since 2012-05-08

Branch Locations

Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States

New York, 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
Citigroup Global Markets Inc. New York NY 05/2012 Present
Previous Registrations
Other Businesses

ONSLOW HOLDINGS LLC; BUSINESS IS NOT INVESTMENT-RELATED; NEW YORK, NY; AFFILIATION STARTED DECEMBER 18, 2014; TITLE: MEMBER/SECRETARY; NO DUTIES REQUIRED; NO TIME IS DEVOTED TO THE BUSINESS DURING OR OUTSIDE OF SECURITY TRADING HOURS EACH MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-20
  • S66 Uniform Combined State Law Examination
    2006-11-20
Other Names
  • Diego Szuldman

View on SEC IAPD

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