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Citigroup Global Markets Inc. CRD 7059
$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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-15 |
Branch Locations
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | New York | NY | 02/2016 | 12/2019 |
| J.P. Morgan Securities Llc | Miami | NY | 02/2016 | 12/2019 |
| Town Tennis Club | New York | NY | 09/2018 | 12/2019 |
| J.P. Morgan Securities Llc | Miami | FL | 02/2016 | 06/2026 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 02/2016 | 06/2026 |
| Solidcore | Coral Gables | FL | 09/2023 | 12/2023 |
| Citigroup | Miami | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-31 |
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