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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 2025-01-06
  • NY RA
    APPROVED
    Since 2025-01-06

Branch Locations

Cwm Retail, Sales 424 5Th Ave, Brooklyn, NY 11215 • United States

Cwm Retail, Sales 114 7Th Ave, Brooklyn, NY 11215 • United States

Citi Wealth Management, Sales 2071 Lemoine Avenue, Fl 2, Fort Lee, NJ 07024 • 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
Hsbc Bank Usa, N.A. Brooklyn NY 02/2015 09/2018
Hsbc Securities (Usa) Inc. Brooklyn NY 09/2018 04/2022
Hsbc Bank Usa, N.A. Brooklyn NY 09/2018 04/2022
Santander Bank, Na Boston MA 04/2022 11/2024
Santander Securities, Llc Dorchester MA 09/2022 11/2024
Citibank Brooklyn NY 11/2024 Present
  • 02/2015 → 09/2018
    Hsbc Bank Usa, N.A.
    Brooklyn, NY
  • 09/2018 → 04/2022
    Brooklyn, NY
  • 09/2018 → 04/2022
    Hsbc Bank Usa, N.A.
    Brooklyn, NY
  • 04/2022 → 11/2024
    Santander Bank, Na
    Boston, MA
  • 09/2022 → 11/2024
    Dorchester, MA
  • 11/2024 → Present
    Citibank
    Brooklyn, NY
Previous Registrations
  • 2022-09-07 → 2024-11-20
    Scotch Plains, NJ
    Brooklyn, NY
    Cherry Hill, NJ
    Scotch Plains, NJ
  • 2010-09-17 → 2022-04-26
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-09
S63 Uniform Securities Agent State Law Examination 2006-06-05
  • S66 Uniform Combined State Law Examination
    2013-10-09
  • S63 Uniform Securities Agent State Law Examination
    2006-06-05
Other Names
  • Julie Ann Glabik
  • Julieann Makrigianis
  • Julie Makrgianis

View on SEC IAPD

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