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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
NY RA APPROVED 2022-04-11
  • NY RA
    APPROVED
    Since 2022-04-11

Branch Locations

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

Yorktown Heights, 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
Citigroup, Inc. New York NY 12/2020 Present
Anchor Mg Management Consultants, Inc. New York NY 08/2020 12/2020
Bentley University- Cronin Office Of International Education Waltham MA 08/2019 05/2020
Readers Digest Consumer- Trusted Media Brands, Inc. New York NY 05/2019 08/2019
Kiwi Country Day Camp Somers NY 05/2018 08/2018
Sears Corporation Jefferson Valley NY 05/2017 01/2018
Kmart Corporation Yorktown Heights NY 09/2015 12/2016
Nabby Day Camp Mohegan Lake NY 05/2016 08/2017
Bentley University Waltham MA 08/2016 05/2020
  • 12/2020 → Present
    Citigroup, Inc.
    New York, NY
  • 08/2020 → 12/2020
    Anchor Mg Management Consultants, Inc.
    New York, NY
  • 08/2019 → 05/2020
    Bentley University- Cronin Office Of International Education
    Waltham, MA
  • 05/2019 → 08/2019
    Readers Digest Consumer- Trusted Media Brands, Inc.
    New York, NY
  • 05/2018 → 08/2018
    Kiwi Country Day Camp
    Somers, NY
  • 05/2017 → 01/2018
    Sears Corporation
    Jefferson Valley, NY
  • 09/2015 → 12/2016
    Kmart Corporation
    Yorktown Heights, NY
  • 05/2016 → 08/2017
    Nabby Day Camp
    Mohegan Lake, NY
  • 08/2016 → 05/2020
    Bentley University
    Waltham, MA
Previous Registrations
  • 2022-04-11 → 2010-06-30
    Citi Private Alternatives, Llc
    New York, NY
    Yorktown Heights, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-11
  • S66 Uniform Combined State Law Examination
    2022-04-11
Other Names
  • Tara King

View on SEC IAPD

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