Best Investors Account Sign in
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
CA RA APPROVED 2026-02-13
  • CA RA
    APPROVED
    Since 2026-02-13

Branch Locations

Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States

Los Angeles, CA • 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
J. P. Morgan Securities Llc Los Angeles CA 06/2022 03/2023
Jpmorgan Chase Bank N. A. Los Angeles CA 06/2022 03/2023
Volvo Cars Santa Monica Santa Monica CA 03/2022 04/2022
Alan Byer Auto Sales Inc Syracuse NY 05/2021 01/2022
Watertown Animal Hospital Watertown NY 05/2020 05/2021
Liverpool Veterinary Hospital Liverpool NY 03/2018 05/2020
Stone's Steakhouse Syracuse NY 04/2018 10/2018
Solvay Bank Fayetteville NY 01/2018 04/2018
Red Lobster Syracuse NY 01/2018 04/2018
Total Veterinary Care Cicero NY 01/2018 01/2018
Hertz Corporation Syracuse NY 11/2017 12/2017
Veterinary Emergency Care & Critical Care Center Baldwinsville NY 07/2017 10/2017
Fayetteville Veterinary Hospital Fayetteville NY 08/2016 07/2017
Culver City Motor Cars Inc Culver City CA 02/2022 03/2022
Hsbc Securities (Usa) Inc. Beverly Hills CA 04/2023 01/2026
Hsbc Bank Usa, N.A. Beverly Hills CA 03/2023 01/2026
Citigroup Beverly Hills CA 01/2026 Present
  • 06/2022 → 03/2023
    J. P. Morgan Securities Llc
    Los Angeles, CA
  • 06/2022 → 03/2023
    Jpmorgan Chase Bank N. A.
    Los Angeles, CA
  • 03/2022 → 04/2022
    Volvo Cars Santa Monica
    Santa Monica, CA
  • 05/2021 → 01/2022
    Alan Byer Auto Sales Inc
    Syracuse, NY
  • 05/2020 → 05/2021
    Watertown Animal Hospital
    Watertown, NY
  • 03/2018 → 05/2020
    Liverpool Veterinary Hospital
    Liverpool, NY
  • 04/2018 → 10/2018
    Stone's Steakhouse
    Syracuse, NY
  • 01/2018 → 04/2018
    Solvay Bank
    Fayetteville, NY
  • 01/2018 → 04/2018
    Red Lobster
    Syracuse, NY
  • 01/2018 → 01/2018
    Total Veterinary Care
    Cicero, NY
  • 11/2017 → 12/2017
    Hertz Corporation
    Syracuse, NY
  • 07/2017 → 10/2017
    Veterinary Emergency Care & Critical Care Center
    Baldwinsville, NY
  • 08/2016 → 07/2017
    Fayetteville Veterinary Hospital
    Fayetteville, NY
  • 02/2022 → 03/2022
    Culver City Motor Cars Inc
    Culver City, CA
  • 04/2023 → 01/2026
    Beverly Hills, CA
  • 03/2023 → 01/2026
    Hsbc Bank Usa, N.A.
    Beverly Hills, CA
  • 01/2026 → Present
    Citigroup
    Beverly Hills, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-31
S63 Uniform Securities Agent State Law Examination 2022-09-19
  • S66 Uniform Combined State Law Examination
    2024-01-31
  • S63 Uniform Securities Agent State Law Examination
    2022-09-19
Other Names
  • Nicholas Anthony Benedetto

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Beverly Hills, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor