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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-13 |
Branch Locations
Burlingame, CA • United States
Citi Private Bank 1 Market Plaza, 42Nd Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Exeter | Exeter | 08/2014 | 07/2017 | |
| United Overseas Bank | Singapore | 09/2017 | 02/2018 | |
| Axa Insurance Pte Ltd | Singapore | 05/2018 | 05/2019 | |
| Capital Economics | Singapore | 01/2020 | 01/2021 | |
| Na | Singapore | 05/2019 | 12/2019 | |
| Na | Chongqing | 01/2021 | 03/2021 | |
| 13D Research & Strategy | Shanghai | 05/2021 | 11/2022 | |
| Outin Inc | Shanghai | 12/2022 | 06/2023 | |
| Citigroup | San Francisco | CA | 07/2023 | Present |
Rental Property: 956 Ellis Street, San Francisco, CA 94109; Not Investment-related; Started: July 26, 2025; Title: Landlord; Duties: Renting out primary residence and generating passive income.; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
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