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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2020-04-22 |
Branch Locations
Citi Private Bank, One Buckhead Plaza 3060 Peachtree Rd Nw, 7Th Floor, Suite 700, Atlanta, GA 30305 • United States
Citi Private Bank 1101 Pennsylvania Ave, Nw, 11Th Floor, Washington, DC 20004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates, Inc | Saint Petersburg | FL | 06/2017 | 09/2018 |
| University Of Georgia | Athens | GA | 08/2013 | 06/2017 |
| Carillon Fund Distributors,Inc. | Saint Petersburg | FL | 09/2018 | 03/2020 |
| Citigroup | Atlanta | GA | 03/2020 | Present |
| Whatley & Company | Athens | GA | 05/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-17 |
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