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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 2022-11-17
TX RA APPROVED 2022-11-17
  • NY RA
    APPROVED
    Since 2022-11-17
  • TX RA
    APPROVED
    Since 2022-11-17

Branch Locations

Houston, TX • United States

Citi Private Bank 2700 Post Oak Blvd 5Th Floor, Suite 500, Houston, TX 77056-5830 • United States

Citi Private Bank 300 South Grand Avenue, 31St Floor, Suite 3130, Los Angeles, CA 90071 • 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
Law Offices Of Robert G. Bruechert Amityville NY 01/2016 01/2019
Jpmorgan Chase & Co. Newark DE 07/2021 07/2022
Jpmorgan Chase & Co. Newark DE 05/2020 08/2020
Dominion Energy Surry VA 05/2019 08/2019
Citi Bank Houston TX 07/2022 Present
Massapequa High School Massapequa Park NY 01/2012 05/2017
College Of William & Mary Williamsburg VA 08/2017 12/2020
N/A Williamsburg VA 01/2021 07/2021
  • 01/2016 → 01/2019
    Law Offices Of Robert G. Bruechert
    Amityville, NY
  • 07/2021 → 07/2022
    Jpmorgan Chase & Co.
    Newark, DE
  • 05/2020 → 08/2020
    Jpmorgan Chase & Co.
    Newark, DE
  • 05/2019 → 08/2019
    Dominion Energy
    Surry, VA
  • 07/2022 → Present
    Citi Bank
    Houston, TX
  • 01/2012 → 05/2017
    Massapequa High School
    Massapequa Park, NY
  • 08/2017 → 12/2020
    College Of William & Mary
    Williamsburg, VA
  • 01/2021 → 07/2021
    N/A
    Williamsburg, VA
Previous Registrations
  • 2022-11-17 → 2010-06-30
    Citi Private Alternatives, Llc
    Houston, TX
    Denver, CO
    Houston, TX
    Los Angeles, CA
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-17
  • S66 Uniform Combined State Law Examination
    2022-11-17
Other Names
  • Robyn Bruechert

View on SEC IAPD

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