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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
TX RA APPROVED_RES 2025-05-22
NY RA APPROVED 2021-08-17
  • TX RA
    APPROVED_RES
    Since 2025-05-22
  • NY RA
    APPROVED
    Since 2021-08-17

Branch Locations

Citi Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101 • United States

Cwm Retail, Sales 502 Old Country Road, Garden City, NY 11530 • United States

Cwm Retail, Sales 250 Old Country Road, Mineola, NY 11501 • United States

Cwm Retail, Sales 1150 Old Country Road, Westbury, NY 11590 • United States

Bayside, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Ny NY 12/2013 Present
  • 12/2013 → Present
    Citigroup
    Ny, NY
Previous Registrations
  • 2012-10-01 → 2013-12-10
    New York, NY
  • 2003-11-10 → 2012-10-01
    Chase Investment Services Corp.
    New York, NY
    New York City, NY
Other Businesses

//Power of Attorney for Pranie L. Evenson; Investment Related: N; Nature: POA for elderly aunt with health issues;United States of America,New York,Queens; Started: 2021-08-17; Title: Power of Attorney; Duties: Assist as POA for elderly aunt in general life and health matters. Duties include dealing with doctors, attorneys, and financial matters.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////De Domus LLC,New York,New York City; Investment Related: N; Started: 2026-08-01; Title: Non-Member Manager; Duties: My family owns a commercial property in Long Island City, NY. Father passed away, so property is owned 100% by mother's rev trust. Seeking to add myself as a non-member manager with my brother. ; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5//

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-13
S63 Uniform Securities Agent State Law Examination 1999-09-07
  • S65 Uniform Investment Adviser Law Examination
    2002-07-13
  • S63 Uniform Securities Agent State Law Examination
    1999-09-07
Other Names
  • Sheldon Hsiaotaeyoung
  • Aaron Shelton Young
  • Aaron Sheldon Young
  • Aaron S. Young

View on SEC IAPD

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