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Andrew Smith

Citigroup Global Markets Inc.

St. Peters, MO

St Peters, MO

O'FAllon, MO

Jacksonville, FL

CRD 7831072

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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
MO RA APPROVED 2025-08-11
  • MO RA
    APPROVED
    Since 2025-08-11

Branch Locations

St. Peters, MO • United States

St Peters, MO • United States

Citi Wealth Management, Service/Operations 1000 Technology Drive, 3Rd Fl, O'FAllon, MO 63368 • United States

Citi Wealth Management, Nic 14000 Citi Cards Way, Fl 2, Jacksonville, FL 32258 • 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
Wells Fargo Clearing Services St Louis MO 11/2023 06/2025
Pestshield Llc Saint Peters MO 05/2022 11/2023
Kapps Green Lawn Saint Charles MO 08/2019 05/2022
Frisella Nursery Defiance MO 04/2017 07/2019
Mckesson Saint Charles MO 11/2010 04/2017
Citigroup O'FAllon MO 07/2025 Present
  • 11/2023 → 06/2025
    Wells Fargo Clearing Services
    St Louis, MO
  • 05/2022 → 11/2023
    Pestshield Llc
    Saint Peters, MO
  • 08/2019 → 05/2022
    Kapps Green Lawn
    Saint Charles, MO
  • 04/2017 → 07/2019
    Frisella Nursery
    Defiance, MO
  • 11/2010 → 04/2017
    Mckesson
    Saint Charles, MO
  • 07/2025 → Present
    Citigroup
    O'FAllon, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-19
  • S66 Uniform Combined State Law Examination
    2024-04-19
Other Names
  • Andrew T Smith

View on SEC IAPD

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