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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-04 |
| TX | RA | APPROVED | 2021-09-02 |
Branch Locations
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Suite 100, Miami, FL 33131 • United States
Citi Retail Banking 830 5Th Street, Miami Beach, FL 33139 • United States
Citi Retail Banking 1824 Alton Road, Suite C, Miami Beach, FL 33139 • United States
Miami, FL • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Miami | FL | 11/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 08/2021 |
| Citigroup Global Markets Inc | Miami | FL | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-15 |
Reach out to this advisor