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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-29 |
Branch Locations
Citi Private Bank 201 S. Biscayne Blvd, Fl 31 Ste 3100 & Fl 33 Ste 3, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 12/2021 | 06/2023 |
| Blackstreet Management | Santiago | 06/2018 | 09/2018 | |
| Deloitte | Santiago | 07/2019 | 09/2019 | |
| Harbor Ithaka Llc | Miami | FL | 08/2021 | 11/2021 |
| Ucla Recreation | Los Angeles | CA | 04/2018 | 03/2020 |
| Nido De Aguilas | Santiago | 06/2002 | 06/2017 | |
| University Of California, Los Angeles (Ucla) | Los Angeles | CA | 09/2017 | 06/2021 |
| Citigroup Global Markets Inc. | Miami | FL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-17 |
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