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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2022-03-09 |
Branch Locations
Saint Louis, MO • United States
Cwm Retail, National Sales 1000 Technology Drive, 3Rd Fl, O'FAllon, MO 63368 • United States
Citi Wealth Management, National Sales 388 Greenwich St., 22Nd Fl & 24Th Fl, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Chesterfield | MO | 09/2013 | 09/2021 |
| Edward Jones | St Louis | MO | 09/2021 | 11/2021 |
| Citigroup | O Fallon | MO | 02/2022 | Present |
| Unemployed | St Louis | MO | 11/2021 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-21 |
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