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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-06-21 |
Branch Locations
Citi Private Bank 227 West Monroe Street - 24, Chicago, IL 60606 • United States
Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University At Buffalo | Buffalo | NY | 01/2015 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 06/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2018 | 03/2022 |
| Citi Private Bank | Chicago | IL | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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