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Henry Middleton

Citigroup Global Markets Inc.

West Palm Beach, FL

Greenwich, CT

Miami, FL

CRD 3183806

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Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-09
  • FL RA
    APPROVED
    Since 2025-10-09

Branch Locations

Citi Private Bank 777 S. Flagler Drive, Suite 1600 West, West Palm Beach, FL 33401 • United States

Citi Private Bank 3 Greenwich Office Park, 3Rd Floor, Greenwich, CT 06831 • United States

Citi Private Bank 201 S. Biscayne Blvd., 33Rd Floor, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 04/2010 08/2025
Citigroup Miami FL 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-03
S63 Uniform Securities Agent State Law Examination 1999-04-06
  • S65 Uniform Investment Adviser Law Examination
    2011-02-03
  • S63 Uniform Securities Agent State Law Examination
    1999-04-06
Other Names
  • Henry Woodward Middleton
  • Henry Woodward Middleton

View on SEC IAPD

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