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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-03 |
Branch Locations
Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States
Syosset, NY • United States
Cwm Retail, Sales 69-80 188Th Street, Fresh Meadows, NY 11365 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2015 | 02/2025 |
| Ubs Financial Services Inc. | New York | NY | 02/2025 | 03/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2015 | 02/2025 |
| Citigroup Global Markets | Fresh Meadows | NY | 04/2025 | Present |
1. Rental Property; Investment related; West Newton, MA; Rental; Owner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2015; During business hours: 0; After business hours: 0; Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-11 |
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