Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2021-08-17 |
| NJ | RA | APPROVED | 2020-11-30 |
Branch Locations
Citi Wealth Management, Service/Ops 153 E 53Rd St, 25Th Fl., New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Oakland Gardens | NY | 09/2009 | 03/2017 |
| Citigroup Global Markets Inc. | New York | NY | 06/2018 | 05/2019 |
| Unemployed | Na | NY | 03/2017 | 06/2018 |
| Citigroup Global Markets Inc. | New York | NY | 12/2019 | Present |
| Unemployed | Na | NY | 05/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-31 |
Reach out to this advisor