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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-11 |
Branch Locations
Cwm Retail, Sales, 700 Contra Costa Blvd, Pleasant Hill, CA 94523 • United States
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
Cwm Retails, Sales 20 Crescent Drive, Suite 5C, Pleasant Hill, CA 94523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carrano Financial Services, Inc. | Concord | CA | 11/2014 | 04/2017 |
| Mt. Diablo Unified School District | Concord | CA | 01/2025 | 06/2025 |
| Carrington College | Pleasant Hill | CA | 11/2022 | 07/2024 |
| Carrano Insurance Services, Llc | Concord | CA | 11/2014 | 07/2026 |
| Farmers Insurance | Pleasanton | CA | 06/2025 | 07/2026 |
| Farmers Financial Solutions, Llc | Pleasanton | CA | 06/2025 | 07/2026 |
| Citigroup Global Markets Inc. | Pleasant Hill | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-15 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
| S66 | Uniform Combined State Law Examination | 1997-07-21 |
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