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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
FL RA APPROVED 2025-09-17
  • FL RA
    APPROVED
    Since 2025-09-17

Branch Locations

Citi Private Bank 201 S. Biscayne Blvd, Fl 31 Ste 3100 & Fl 33 Ste 3, Miami, FL 33131 • United States

Miami, FL • United States

Miami, FL • 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
Morgan Stanley Coral Gables FL 12/2022 09/2025
Student Doral FL 08/2022 12/2022
Wells Fargo Advisors Atlanta GA 06/2022 08/2022
Wells Fargo Miami FL 09/2021 06/2022
Student Miami FL 09/2011 09/2021
Citigroup Miami FL 09/2025 Present
  • 12/2022 → 09/2025
    Coral Gables, FL
  • 08/2022 → 12/2022
    Student
    Doral, FL
  • 06/2022 → 08/2022
    Wells Fargo Advisors
    Atlanta, GA
  • 09/2021 → 06/2022
    Wells Fargo
    Miami, FL
  • 09/2011 → 09/2021
    Student
    Miami, FL
  • 09/2025 → Present
    Citigroup
    Miami, FL
Previous Registrations
Other Businesses

OA name: 8180 Geneva Ct Rental Property, Nature: (Real Estate), (Investment-related: Yes, Location: Doral, FL, started 01/12/2026), Title: Owner, Duties: This is a passive role, as the property already has a tenant in place. I am only purchasing the property and will collect rent payment., Hours: (0 trading hours/month, 0 non-trading hours/month).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-01
  • S66 Uniform Combined State Law Examination
    2023-07-01

View on SEC IAPD

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