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Sneha Jose

Citigroup Global Markets Inc.

New York, NY

Los Angeles, CA

Livingston, NJ

CRD 5840364

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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
NY RA APPROVED 2023-01-09
  • NY RA
    APPROVED
    Since 2023-01-09

Branch Locations

Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States

Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States

Livingston, NJ • 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
Stifel, Nicolaus & Company, Incorporated St. Louis MO 12/2015 11/2022
Citigroup New York NY 01/2023 Present
Previous Registrations
  • 2015-12-04 → 2022-12-19
    Stifel, Nicolaus & Company, Incorporated
    New York, NY
    St. Louis, MO
  • 2013-08-15 → 2015-12-04
    Barclays Capital Inc.
    New York, NY
    New York, NY
  • 2023-01-09 → 2010-06-30
    Citi Private Alternatives, Llc
    New York, NY
    Tampa, FL
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-14
  • S66 Uniform Combined State Law Examination
    2013-08-14
Other Names
  • Sneha Jose
  • Sneha Jose

View on SEC IAPD

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