Charles I Ojeh

$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	2022-08-16

Branch Locations

Citi Wealth Management, Sales 153 E. 53Rd Street Aka 601 Lexington Ave, New York, NY 10022 • United States

Cwm Retail, Sales 262 First Avenue, New York, NY 10009 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
National Securities	Edison	NJ	10/2015	04/2017
Charles Schwab & Co., Inc.	New York	NY	04/2017	07/2019
Charles Schwab Bank	New York	NY	04/2017	07/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Louisville	KY	09/2019	07/2022
Bank Of America, N.A	Louisville	KY	12/2019	07/2022
Citigroup	New York	NY	08/2022	Present

10/2015 → 04/2017

National Securities

Edison, NJ
04/2017 → 07/2019

Charles Schwab & Co., Inc.

New York, NY
04/2017 → 07/2019

Charles Schwab Bank

New York, NY
09/2019 → 07/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Louisville, KY
12/2019 → 07/2022

Bank Of America, N.A

Louisville, KY
08/2022 → Present

Citigroup

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-12-05
S63	Uniform Securities Agent State Law Examination	2016-07-29

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