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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 | 2021-11-18 |
Branch Locations
Cwm Retail, Sales 1330 First Avenue, New York, NY 10021 • United States
Citi Retail Banking 171 East 72Nd Street, New York, NY 10021 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue - 02, Fort Lee, NJ 07024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Mamaroneck | NY | 05/2013 | 09/2016 |
| Hsbc Bank Usa, N.A. | New York | NY | 10/2016 | 10/2021 |
| Citigroup | New York | NY | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-10 |
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