Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
| NJ | RA | APPROVED | 2018-06-22 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Newark | DE | 12/2014 | 05/2018 |
| J.P. Morgan Securities Llc | Newark | DE | 12/2014 | 05/2018 |
| Citogrup | New York | NY | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-09 |
Reach out to this advisor