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Katelyn M Edge

Citigroup Global Markets Inc.

North Reading, MA

Boston, MA

Greenwich, CT

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-04-03
CT RA APPROVED 2017-10-10
  • NY RA
    APPROVED
    Since 2025-04-03
  • CT RA
    APPROVED
    Since 2017-10-10

Branch Locations

North Reading, MA • United States

Citi Private Bank 111 Huntington Avenue, 29Th Floor, Boston, MA 02199 • United States

Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • 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
Sanford C. Bernstein & Co., Llc Boston MA 03/2015 Present
  • 03/2015 → Present
    Sanford C. Bernstein & Co., Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-10
S63 Uniform Securities Agent State Law Examination 2011-02-03
  • S65 Uniform Investment Adviser Law Examination
    2017-10-10
  • S63 Uniform Securities Agent State Law Examination
    2011-02-03
Other Names
  • Katelyn Marie Sullivan
  • Katelyn M Sullivan

View on SEC IAPD

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