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Michael Sweeney

Citigroup Global Markets Inc.

New York, NY

New York, NY

Lynbrook, NY

CRD 7653736

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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 2023-01-19
  • NY RA
    APPROVED
    Since 2023-01-19

Branch Locations

Citi Retail Banking 399 Park Avenue, New York, NY 10022 • United States

Citi Wealth Management, Nic 153 E. 53Rd St, Fl 25, New York, NY 10022 • United States

Lynbrook, NY • 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 06/2022 05/2023
Trinity Health Of New England Hartford CT 06/2021 08/2021
Burgerology Rockville Centre NY 06/2019 08/2019
Churchill's Restaurant Rockville Centre NY 07/2017 08/2017
Pennsylvania State University University Park NY 06/2018 05/2022
Chaminade High School Mineola NY 09/2014 06/2018
Citigroup New York NY 05/2023 Present
  • 06/2022 → 05/2023
    Citigroup
    New York, NY
  • 06/2021 → 08/2021
    Trinity Health Of New England
    Hartford, CT
  • 06/2019 → 08/2019
    Burgerology
    Rockville Centre, NY
  • 07/2017 → 08/2017
    Churchill's Restaurant
    Rockville Centre, NY
  • 06/2018 → 05/2022
    Pennsylvania State University
    University Park, NY
  • 09/2014 → 06/2018
    Chaminade High School
    Mineola, NY
  • 05/2023 → Present
    Citigroup
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-19
  • S66 Uniform Combined State Law Examination
    2023-01-19

View on SEC IAPD

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