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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-08 |
| NJ | RA | APPROVED | 2025-08-01 |
| FL | RA | APPROVED | 2022-11-07 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States
Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | New York | NY | 06/2021 | 08/2021 |
| Pfizer | New York | NY | 06/2020 | 08/2020 |
| Westfield Area Ymca | Westfield | NJ | 09/2016 | 07/2018 |
| Citigroup | Miami | FL | 07/2022 | Present |
| Unemployed | Westfield | NJ | 07/2012 | 09/2016 |
| Unemployed | Gettysburg | PA | 08/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-12 |
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