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Andrew K Greenhalgh

Citigroup Global Markets Inc.

Fountain Valley, CA

Henderson, NV

Las Vegas, NV

CRD 6316655

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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
NV RA APPROVED 2020-03-16
  • NV RA
    APPROVED
    Since 2020-03-16

Branch Locations

Citi Wealth Management, Sales 17400 Brookhurst St. Suite 200, Fountain Valley, CA 92708 • United States

Henderson, NV • United States

Cwm Retail, Sales 495 E. Silverado Ranch Blvd, Las Vegas, NV 89183 • 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
Jp Morgan Securities Llc Henderson NV 03/2014 08/2017
Jp Morgan Chase Bank Henderson NV 09/2013 08/2017
Citigroup Henderson NV 08/2017 Present
  • 03/2014 → 08/2017
    Jp Morgan Securities Llc
    Henderson, NV
  • 09/2013 → 08/2017
    Jp Morgan Chase Bank
    Henderson, NV
  • 08/2017 → Present
    Citigroup
    Henderson, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-09
S63 Uniform Securities Agent State Law Examination 2014-05-07
  • S65 Uniform Investment Adviser Law Examination
    2020-03-09
  • S63 Uniform Securities Agent State Law Examination
    2014-05-07
Other Names
  • Andrew Kirk Greenhalgh

View on SEC IAPD

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