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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
GA RA APPROVED 2023-05-04
  • GA RA
    APPROVED
    Since 2023-05-04

Branch Locations

Miami Beach, FL • United States

Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States

Citi Private Bank 201 S. Biscayne Blvd., 33Rd Floor, Miami, FL 33131 • 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
Sulzberger Capital Advisors Miami FL 11/2021 12/2022
University Of Miami Coral Gables FL 08/2020 05/2022
Sfa Companies Kansas City MO 04/2019 01/2021
Datalogic Kansas City MO 10/2017 03/2019
N/A Kansas City MO 06/2017 10/2017
Eldor Corporation Orsenigo 03/2017 06/2017
N/A Rome 08/2016 02/2017
Citi Group Atlanta GA 01/2023 Present
  • 11/2021 → 12/2022
    Sulzberger Capital Advisors
    Miami, FL
  • 08/2020 → 05/2022
    University Of Miami
    Coral Gables, FL
  • 04/2019 → 01/2021
    Sfa Companies
    Kansas City, MO
  • 10/2017 → 03/2019
    Datalogic
    Kansas City, MO
  • 06/2017 → 10/2017
    N/A
    Kansas City, MO
  • 03/2017 → 06/2017
    Eldor Corporation
    Orsenigo
  • 08/2016 → 02/2017
    N/A
    Rome
  • 01/2023 → Present
    Citi Group
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-02
  • S66 Uniform Combined State Law Examination
    2023-05-02

View on SEC IAPD

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