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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 2023-05-25
  • NY RA
    APPROVED
    Since 2023-05-25

Branch Locations

New York, NY • United States

Citi Private Bank 388 Greenwich Street, Trading - 5Th Floor, New York, NY 10013 • 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 New York NY 06/2021 08/2021
American Express New York NY 07/2020 08/2020
N/A N/A XX 08/2020 06/2021
Cafe La Trova Miami FL 01/2019 06/2022
Full Time Student Maimi FL 01/2012 01/2019
Citigroup New York NY 07/2022 Present
  • 06/2021 → 08/2021
    Citigroup
    New York, NY
  • 07/2020 → 08/2020
    American Express
    New York, NY
  • 08/2020 → 06/2021
    N/A
    N/A, XX
  • 01/2019 → 06/2022
    Cafe La Trova
    Miami, FL
  • 01/2012 → 01/2019
    Full Time Student
    Maimi, FL
  • 07/2022 → Present
    Citigroup
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-24
  • S66 Uniform Combined State Law Examination
    2023-05-24

View on SEC IAPD

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