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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 2026-07-29
  • NY RA
    APPROVED
    Since 2026-07-29

Branch Locations

Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States

Garden City, NY • United States

Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • 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
Citi New York NY 06/2021 Present
Buckley Country Day School Roslyn NY 09/2020 06/2021
Binghamton University Binghamton NY 08/2016 05/2020
Buckley Country Day School Roslyn NY 06/2019 08/2019
Buckley Country Day School Roslyn NY 06/2017 08/2017
Joyrun, Inc Binghamton NY 08/2018 05/2019
Unemployed Garden City NY 05/2020 09/2020
  • 06/2021 → Present
    Citi
    New York, NY
  • 09/2020 → 06/2021
    Buckley Country Day School
    Roslyn, NY
  • 08/2016 → 05/2020
    Binghamton University
    Binghamton, NY
  • 06/2019 → 08/2019
    Buckley Country Day School
    Roslyn, NY
  • 06/2017 → 08/2017
    Buckley Country Day School
    Roslyn, NY
  • 08/2018 → 05/2019
    Joyrun, Inc
    Binghamton, NY
  • 05/2020 → 09/2020
    Unemployed
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-29
  • S66 Uniform Combined State Law Examination
    2026-07-29
Other Names
  • Emily Patalano

View on SEC IAPD

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