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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-21 |
Branch Locations
Santa Monica, CA • United States
Citi Wealth Management, Sales 300 South Grand Avenue, Fl 31, Los Angeles, CA 90071 • United States
Cwm Retail, Sales 15215 W. Sunset Blvd., Pacific Palisades, CA 90272 • United States
Cwm Retail, Sales 11726 San Vicente Boulevard, Los Angeles, CA 90049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 03/2015 | 02/2025 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2016 | 02/2025 |
| Citigroup | Los Angeles | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-24 |
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