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Clifford Muzik

Citigroup Global Markets Inc.

O'FAllon, MO

Ballwin, MO

Jacksonville, FL

CRD 6245040

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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
TX RA APPROVED_RES 2025-05-23
MO RA APPROVED 2022-05-10
  • TX RA
    APPROVED_RES
    Since 2025-05-23
  • MO RA
    APPROVED
    Since 2022-05-10

Branch Locations

Citi Wealth Management, Service/Operations 1000 Technology Drive, 3Rd Fl, O'FAllon, MO 63368 • United States

Ballwin, MO • United States

Citi Wealth Management, Nic 14000 Citi Cards Way, Building C2, Jacksonville, FL 32258 • 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
Wells Fargo Advisors, Llc St. Louis MO 06/2016 11/2016
Wells Fargo Clearing Services, Llc St. Louis MO 11/2016 10/2021
Blackgem Advisors, Llc Clayton MO 10/2021 04/2022
Citigroup St Charles MO 05/2022 Present
  • 06/2016 → 11/2016
    Wells Fargo Advisors, Llc
    St. Louis, MO
  • 11/2016 → 10/2021
    Wells Fargo Clearing Services, Llc
    St. Louis, MO
  • 10/2021 → 04/2022
    Blackgem Advisors, Llc
    Clayton, MO
  • 05/2022 → Present
    Citigroup
    St Charles, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-03
S63 Uniform Securities Agent State Law Examination 2014-06-26
  • S66 Uniform Combined State Law Examination
    2018-05-03
  • S63 Uniform Securities Agent State Law Examination
    2014-06-26
Other Names
  • Clifford H Muzik
  • Cliff Muzik

View on SEC IAPD

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