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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-30 |
| NY | RA | APPROVED | 2022-11-23 |
Branch Locations
Citi Wealth Management, Sales 153 E. 53Rd St, New York, NY 10022 • United States
Cwm Retail, Sales 660 Fifth Ave, New York, NY 10103 • United States
Park Ridge, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | East Brunswick | NJ | 06/2013 | 06/2022 |
| Wells Fargo Clearing Services, Llc | New York | NY | 06/2022 | 11/2022 |
| Citigroup | New York | NY | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-14 |
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