Best Investors Account Sign in

Andrew Phillips

Citigroup Global Markets Inc.

Oak Brook, IL

Chicago, IL

Claim This Profile
Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-12-08
  • IL RA
    APPROVED
    Since 2025-12-08

Branch Locations

Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523 • United States

Cwm Retail, Sales 539 N. Michigan, Chicago, IL 60611 • 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
J.P. Morgan Securities Llc Williston VT 04/2023 10/2025
Jpmorgan Chase Bank, N.A. Williston VT 04/2023 10/2025
Cheese And Wine Traders South Burlington VT 08/2021 01/2022
Sodexo Burlington VT 01/2021 09/2021
Vermont Federal Credit Union South Burlington VT 02/2022 04/2023
Join Inc South Burlington VT 09/2021 02/2022
Panera Llc South Burlington VT 12/2019 02/2020
Rhino Foods Inc Burlington VT 03/2019 04/2019
Ups Saint Albans VT 11/2018 12/2018
Gc Pizza Hut Llc Saint Albans VT 08/2017 11/2017
Unemployed Saint Albans VT 04/2013 07/2017
Unemployed Saint Albans VT 12/2017 10/2018
Unemployed Saint Albans VT 01/2019 02/2019
Unemployed Saint Albans VT 05/2019 11/2019
Unemployed Saint Albans VT 03/2020 12/2020
Citigroup Chicago IL 10/2025 Present
  • 04/2023 → 10/2025
    J.P. Morgan Securities Llc
    Williston, VT
  • 04/2023 → 10/2025
    Jpmorgan Chase Bank, N.A.
    Williston, VT
  • 08/2021 → 01/2022
    Cheese And Wine Traders
    South Burlington, VT
  • 01/2021 → 09/2021
    Sodexo
    Burlington, VT
  • 02/2022 → 04/2023
    Vermont Federal Credit Union
    South Burlington, VT
  • 09/2021 → 02/2022
    Join Inc
    South Burlington, VT
  • 12/2019 → 02/2020
    Panera Llc
    South Burlington, VT
  • 03/2019 → 04/2019
    Rhino Foods Inc
    Burlington, VT
  • 11/2018 → 12/2018
    Ups
    Saint Albans, VT
  • 08/2017 → 11/2017
    Gc Pizza Hut Llc
    Saint Albans, VT
  • 04/2013 → 07/2017
    Unemployed
    Saint Albans, VT
  • 12/2017 → 10/2018
    Unemployed
    Saint Albans, VT
  • 01/2019 → 02/2019
    Unemployed
    Saint Albans, VT
  • 05/2019 → 11/2019
    Unemployed
    Saint Albans, VT
  • 03/2020 → 12/2020
    Unemployed
    Saint Albans, VT
  • 10/2025 → Present
    Citigroup
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-08
S63 Uniform Securities Agent State Law Examination 2023-07-05
  • S65 Uniform Investment Adviser Law Examination
    2025-12-08
  • S63 Uniform Securities Agent State Law Examination
    2023-07-05
Other Names
  • Drew Phillips
  • Andrew M Phillips
  • Andrew Phillips
  • Andrew Michael Phillips

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHQUEST CORPORATION
ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

More in Oak Brook, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor