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CRD 3187135
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 | 2016-08-18 |
| NJ | RA | APPROVED | 2012-03-20 |
Branch Locations
Citi Wealth Management, Sales 3009 Yamato Rd, Boca Raton, FL 33434 • United States
Cwm Retail, Sales 4807 Coconut Creek Parkway, Coconut Creek, FL 33063 • United States
Cwm Retail, Sales 5825 North University Drive, Tamarac, FL 33321 • United States
Cwm Retail, Sales 7400 W. Camino Real, Suite 130, Boca Raton, FL 33433 • United States
Parkland, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 03/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-30 |
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