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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 | 2026-04-15 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd 5Th Fl, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Miami | FL | 09/2016 | 02/2025 |
| Wells Fargo Clearing Services Llc | Miami | FL | 09/2016 | 02/2025 |
| Genesis Hardware Store | Managua | 06/2010 | 09/2016 | |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 03/2025 | 01/2026 |
| J.P. Morgan Securities Llc | Miami | FL | 03/2025 | 01/2026 |
| Citigroup | Miami | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-27 |
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