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 | 2022-07-22 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Port Jervis, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | New York | NY | 10/2014 | 10/2017 |
| Jpmorgan Chase Bank | New York | NY | 10/2014 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 10/2017 | 08/2018 |
| Bank Of America, N.A. | New York | NY | 10/2017 | 08/2018 |
| Tiaa | New York | NY | 08/2018 | 06/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 08/2018 | 06/2022 |
| Citigroup | New York | NY | 06/2022 | Present |
Rental Property: Port Jervis, NY; Investment-related; Started: July 1, 2024; Title: Co-Owner; Duties: Maintenance/repairs and cleaning property in between visits.; No time is devoted each month during securities trading hours; 6-10 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-12 |
Reach out to this advisor