Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-23 |
| NY | RA | APPROVED | 2024-10-15 |
| NJ | RA | APPROVED | 2014-12-03 |
Branch Locations
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
Montclair, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | New York | NY | 04/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-12-05 |
| S66 | Uniform Combined State Law Examination | 1998-08-28 |
Reach out to this advisor