Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-20 |
Branch Locations
Cwm Retail, Sales 6414 18Th Avenue, Brooklyn, NY 11204 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue, Fl 2, Fort Lee, NJ 07024 • United States
Cwm Retail, Sales 2201 86Th Street, Brooklyn, NY 11214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | New York | NY | 09/2016 | 04/2019 |
| Jpmorgan Chase Bank | New York | NY | 10/2014 | 04/2019 |
| Jp Morgan Securities Llc | Staten Island | NY | 04/2019 | 05/2019 |
| Jp Morgan Chase Bank | Staten Island | NY | 04/2019 | 05/2019 |
| Hsbc Securities (Usa) Inc. | Brooklyn | NY | 06/2019 | 09/2022 |
| Hsbc Bank Usa, N.A. | Brooklyn | NY | 06/2019 | 09/2022 |
| Citigroup | Brooklyn | NY | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-06 |
Reach out to this advisor