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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-27 |
Branch Locations
Citi Private Bank 2700 Post Oak Boulevard, Suite 500, Houston, TX 77056 • United States
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 07/2022 | 01/2023 |
| Alamo Angels | San Antonio | TX | 10/2021 | 06/2022 |
| Garcia Hamilton & Associates | Houston | TX | 06/2021 | 08/2021 |
| Trinity University | San Antonio | TX | 08/2018 | 05/2022 |
| The Briar Club | Houston | TX | 05/2017 | 08/2019 |
| West University | Houston | TX | 05/2015 | 08/2017 |
| Candelaris Pizzeria V Ltd | Houston | TX | 11/2017 | 01/2018 |
| Bank Of America N.A. | Houston | TX | 10/2022 | 01/2023 |
| Citigroup | Houston | TX | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
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