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Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-30
  • NY RA
    APPROVED
    Since 2025-08-30

Branch Locations

Monroe Township, NJ • United States

Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States

Citi Private Bank 388 Greenwich St. 30Th Fl., Ny, NY 10013 • United States

Monroe Township, NJ • 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
Brookfield Renewable New York NY 09/2024 12/2024
New York University Center Of Social Media And Politics New York NY 01/2022 03/2025
Kumon North Brunswick NJ 06/2021 08/2021
Brookfield Renewable New York NY 05/2022 08/2022
Morgan Stanley New York NY 06/2023 08/2023
Citi New York NJ 06/2024 08/2024
Unemployed Monroe Township NJ 01/2015 05/2021
Unemployed Monroe Township NJ 09/2021 04/2022
Citi New York NJ 07/2025 Present
Unemployed Monroe Township NJ 04/2025 06/2025
  • 09/2024 → 12/2024
    Brookfield Renewable
    New York, NY
  • 01/2022 → 03/2025
    New York University Center Of Social Media And Politics
    New York, NY
  • 06/2021 → 08/2021
    Kumon
    North Brunswick, NJ
  • 05/2022 → 08/2022
    Brookfield Renewable
    New York, NY
  • 06/2023 → 08/2023
    Morgan Stanley
    New York, NY
  • 06/2024 → 08/2024
    Citi
    New York, NJ
  • 01/2015 → 05/2021
    Unemployed
    Monroe Township, NJ
  • 09/2021 → 04/2022
    Unemployed
    Monroe Township, NJ
  • 07/2025 → Present
    Citi
    New York, NJ
  • 04/2025 → 06/2025
    Unemployed
    Monroe Township, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
  • S66 Uniform Combined State Law Examination
    2025-08-29

View on SEC IAPD

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