Satrohan Heeralall

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-17

NY RA
APPROVED

Since 2021-08-17

Branch Locations

Citi Wealth Management, Supervisio 1 Reckson Plaza, Uniondale, NY 11556 • United States

Citi Wealth Management, Supervision 201 S. Biscayne Blvd. 6Th Fl, Miami, FL 33131 • United States

Deer Park, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Citigroup	Long Island City	NY	11/2009	Present

11/2009 → Present

Citigroup

Long Island City, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-12

S66 Uniform Combined State Law Examination

2019-11-12

View on SEC IAPD