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Muhammad Shahzad

Citigroup Global Markets Inc.

Port Jefferson, NY

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-25
  • NY RA
    APPROVED
    Since 2024-01-25

Branch Locations

Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Port Jefferson Station NY 03/2017 Present
Peoples United Bank Farmingville NY 10/2013 03/2017
  • 03/2017 → Present
    Citigroup
    Port Jefferson Station, NY
  • 10/2013 → 03/2017
    Peoples United Bank
    Farmingville, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-21
S63 Uniform Securities Agent State Law Examination 2023-09-03
  • S65 Uniform Investment Adviser Law Examination
    2023-12-21
  • S63 Uniform Securities Agent State Law Examination
    2023-09-03

View on SEC IAPD

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ST. JAMES INVESTMENT ADVISORS, LLC · PORT JEFFERSON, NY
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