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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-13 |
Branch Locations
Doylestown, PA • United States
Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Iselin | NJ | 05/2015 | Present |
OA name: Marone Industries, Nature: Real Estate (Investment-related: Yes, Location: Doylestown, PA, started 01/01/2020), Title: Owner, Duties: Owner, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-08 |
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