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Katherine Marie Kalish

Citigroup Global Markets Inc.

New York, NY

New York, NY

CRD 6202601

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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 2023-05-25
  • NY RA
    APPROVED
    Since 2023-05-25

Branch Locations

388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES

153 E 53Rd Street, New York, NY 10022 • 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
Morgan Stanley New York NY 12/2021 05/2023
Citigroup Inc. New York NY 06/2014 11/2021
Citigroup Inc. New York NY 05/2023 Present
  • 12/2021 → 05/2023
    New York, NY
  • 06/2014 → 11/2021
    Citigroup Inc.
    New York, NY
  • 05/2023 → Present
    Citigroup Inc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-02
  • S66 Uniform Combined State Law Examination
    2022-05-02
Other Names
  • Katherine Marie Mussalli
  • Katherine M Mussalli

View on SEC IAPD

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