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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED_RES | 2024-10-15 |
Branch Locations
Cwm Retail, Sales 1900 Noriega Street, San Francisco, CA 94122 • United States
Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States
Cwm Retail, Sales 99 Post Street, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Bank & Trust | San Francisco | CA | 05/2017 | 04/2023 |
| Crystal Jade Jiangnan | San Francisco | CA | 09/2017 | 02/2018 |
| Unemployed | San Francisco | CA | 03/2017 | 05/2017 |
| V16 Llc | San Francisco | CA | 06/2016 | 03/2017 |
| Lpl Financial Llc | San Francisco | CA | 06/2018 | 10/2020 |
| Citigroup | San Francisco | CA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-26 |
| S66 | Uniform Combined State Law Examination | 2023-07-31 |
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