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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 | 2023-09-27 |
Branch Locations
Morristown, NJ • United States
Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States
E Bayonne, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | New York | NY | 08/2016 | 11/2021 |
| Hsbc Securities (Usa) Inc. | New York | NY | 08/2016 | 11/2021 |
| Citigroup | Bronx | NY | 12/2021 | Present |
Residential rental property located at 50 Pine Street Apt 9C Montclair NJ 07042- Lease started 11/2022 Business is not investment related. I am the beneficiary owner of the stated property. I spend 0 hours on the businesses as it is a passive investment. 255 Broadway Apt. 208, Bayonne, NJ 07002; Investment-Related; Nature: Rental Property; Title: Beneficial owner of rental property; Started: 06/01/2023; Hours devoted to other business outside of securities trading hours per month: 0; Hours devoted to other business during securities trading hours per month: 0; Duties; Non active management. Long term rental units///// Rental Property: Montclair, NJ; Investment-related; Started: August 15, 2024; Title: property Owner; Duties: Long term lease for apartment rental. Passive income.; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-19 |
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