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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-22 |
Branch Locations
Citi Wealth Management, Sales 2071 Lemoine Avenue, Suite 200, Fort Lee, NJ 07024 • United States
Cwm Retail, Sales 734 3Rd Avenue, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 12/2025 | 07/2026 |
| J.P. Morgan Securities Llc | New York | NY | 12/2025 | 07/2026 |
| Citibank | New York | NY | 02/2023 | 12/2025 |
| Network Capital Funding Corporation | New York | NY | 07/2022 | 01/2023 |
| Unemployed | New York | NY | 06/2022 | 06/2022 |
| Susquehanna University | Selinsgrove | PA | 08/2018 | 05/2022 |
| Unemployed | Yangon | 12/2015 | 07/2018 | |
| Citigroup | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-04 |
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