Best Investors Account Sign in

Yiyan Yeung

Citigroup Global Markets Inc.

New York, NY

Scarsdale, NY

CRD 6392114

Claim This Profile
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
NY RA APPROVED 2022-01-18
  • NY RA
    APPROVED
    Since 2022-01-18

Branch Locations

Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States

Scarsdale, NY • 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
Jpmorgan Securities Llc New York NY 09/2014 01/2022
Jpmorgan Chase Bank Na New York NY 12/2010 01/2022
Citigroup New York NY 01/2022 Present
  • 09/2014 → 01/2022
    Jpmorgan Securities Llc
    New York, NY
  • 12/2010 → 01/2022
    Jpmorgan Chase Bank Na
    New York, NY
  • 01/2022 → Present
    Citigroup
    New York, NY
Previous Registrations
  • 2022-01-18 → 2010-06-30
    Citi Private Alternatives, Llc
    New York, NY
    Scarsdale, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-02-17
  • S63 Uniform Securities Agent State Law Examination
    2015-02-17
Designations
  • Chartered Financial Analyst
Other Names
  • Cindy Yeung

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor