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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| IL | RA | APPROVED | 2018-02-12 |
Branch Locations
Cwm Retail, Sales 539 N. Michigan, Chicago, IL 60611 • United States
Cwm Retail, Sales 2555 N. Clark Street, Chicago, IL 60614 • United States
Citi Wealth Management, Sales 227 West Monroe St, Chicago, IL 60606 • United States
Chicago, IL • United States
Cwm Retail Sales 2001 N. Halsted Street, Chicago, IL 60614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Chicago | IL | 03/2017 | Present |
| Jmb Insurance | Chicago | IL | 09/2015 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-12 |
Reach out to this advisor