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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 | 2022-11-17 |
| TX | RA | APPROVED | 2022-11-17 |
Branch Locations
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-17 |
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