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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 | 2022-10-26 |
Branch Locations
Citi Wealth Management, Products 388 Greenwich St, 22Nd Fl, New York, NY 10013 • United States
Monmouth Junction, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anchor Management Consultants | Lic | NY | 03/2017 | 08/2017 |
| Princeton University | Princeton | NJ | 10/2015 | 10/2016 |
| Citigroup | Lic | NY | 09/2017 | Present |
| Full Time Education | Tempe | AZ | 01/2010 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-26 |
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