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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-13 |
Branch Locations
Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States
Bronx, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 05/2016 | 06/2017 |
| Jpmorgan Chase Bank Na | New York | NY | 06/2017 | 11/2020 |
| Jpmorgan Securities Llc | New York | NY | 06/2017 | 11/2020 |
| Jpmorgan Chase Bank Na | Jersey City | NJ | 11/2020 | 07/2022 |
| Jpmorgan Securities Llc | Jersey City | NJ | 11/2020 | 07/2022 |
| Citigroup | New York | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 2015-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-21 |
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