Best Investors
Account
Sign in
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 | 2026-08-25 |
Branch Locations
Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • 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 |
|---|---|---|---|---|
| Boys And Girls Club | Bailey | CO | 05/2015 | 05/2018 |
| Colorado State University - University Honors Program | Fort Collins | CO | 05/2018 | 05/2019 |
| David's Bridal | Fort Collins | CO | 05/2019 | 10/2019 |
| Colorado State University | Fort Collins | CO | 08/2017 | 05/2021 |
| Colorado State University - Institute For Entrepreneurship | Fort Collins | CO | 02/2020 | 05/2020 |
| Goldman Sachs & Co. | Salt Lake City | UT | 07/2020 | 08/2020 |
| Colorado State University - Institute For Entrepreneurship | Fort Collins | CO | 11/2020 | 05/2021 |
| Goldman Sachs & Co. | New York | NY | 07/2021 | 04/2022 |
| Platte Canyon High School | Bailey | CO | 08/2013 | 05/2017 |
| Citigroup | Newyork | NY | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
Reach out to this advisor