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Desiree Trader

Citigroup Global Markets Inc.

Wesley Chapel, FL

Tampa, FL

Bay Shore, NY

CRD 5122223

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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
FL RA APPROVED 2010-06-28
  • FL RA
    APPROVED
    Since 2010-06-28

Branch Locations

Wesley Chapel, FL • United States

Citi Private Bank 3800 Citigroup Center Drive, Tampa, FL 33610-9122 • United States

Citi Wealth Management, Supervision 77 E Main Street, 2Nd Fl, Bay Shore, NY 11706 • 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
Citigroup Global Markets Inc. Tampa FL 07/2007 Present
Morgan Stanley Smith Barney Tampa FL 06/2009 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-20
S63 Uniform Securities Agent State Law Examination 2006-08-29
  • S65 Uniform Investment Adviser Law Examination
    2007-08-20
  • S63 Uniform Securities Agent State Law Examination
    2006-08-29

View on SEC IAPD

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