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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-03 |
Branch Locations
Citi Private Bank 227 West Monroe Street - 24, Chicago, IL 60606 • United States
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Hickory Hills, IL • United States
Palos Heights, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ups | Hodgkins | IL | 08/2016 | 03/2017 |
| Revival Yoga Studio | Palos Heights | IL | 05/2016 | 06/2017 |
| Henry Electric | Oak Lawn | IL | 07/2017 | 08/2019 |
| American Pacific Mortgage | Oak Brook | IL | 05/2020 | 10/2021 |
| Megent Financial | Orland Park | IL | 10/2021 | 03/2023 |
| University Of Illinois At Chicago | Chicago | IL | 08/2019 | 05/2021 |
| Cetera Advisors | St Cloud | MN | 11/2021 | 02/2022 |
| Cetera Advisors | St Cloud | MN | 02/2022 | 03/2023 |
| Northern Trust Securities, Inc. | Chicago | IL | 03/2023 | 05/2025 |
| Northern Trust Bank | Chicago | IL | 03/2023 | 05/2025 |
| Citigroup | Chicago | IL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-08 |
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