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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 2022-10-13
  • NY RA
    APPROVED
    Since 2022-10-13

Branch Locations

Hoboken, NJ • 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 07/2022 Present
Academic Services For Student-Athletes (Notre Dame) Notre Dame IN 09/2021 12/2021
Student Activities Office (Notre Dame) Notre Dame IN 06/2021 08/2021
Florexotica Srl Santa Cruz 05/2020 05/2021
Student Activities Office Notre Dame IN 08/2018 03/2020
Student Activities Office Notre Dame IN 12/2017 05/2018
South Dining Hall Notre Dame IN 09/2016 01/2017
Unemployed Notre Dame IN 02/2017 11/2017
Unemployed Notre Dame IN 01/2022 07/2022
  • 07/2022 → Present
    Citigroup
    New York, NY
  • 09/2021 → 12/2021
    Academic Services For Student-Athletes (Notre Dame)
    Notre Dame, IN
  • 06/2021 → 08/2021
    Student Activities Office (Notre Dame)
    Notre Dame, IN
  • 05/2020 → 05/2021
    Florexotica Srl
    Santa Cruz
  • 08/2018 → 03/2020
    Student Activities Office
    Notre Dame, IN
  • 12/2017 → 05/2018
    Student Activities Office
    Notre Dame, IN
  • 09/2016 → 01/2017
    South Dining Hall
    Notre Dame, IN
  • 02/2017 → 11/2017
    Unemployed
    Notre Dame, IN
  • 01/2022 → 07/2022
    Unemployed
    Notre Dame, IN
Previous Registrations
  • 2022-10-13 → 2010-06-30
    Citi Private Alternatives, Llc
    Hoboken, NJ
    New York, NY
    New York, NY
    Hoboken, NJ
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-02
  • S66 Uniform Combined State Law Examination
    2022-09-02
Other Names
  • Bruna Paz

View on SEC IAPD

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