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Scott Charles Kursman

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York
SIE, Series 14Clean recordCITIGROUP GLOBAL MARKETS INC.
388 GREENWICH STREET, NEW YORK, NY 10013CRD# 2590327Firm CRD# 7059

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Charles Kursman · NEW YORK, NY
Registration
CRD #2590327 · CITIGROUP GLOBAL MARKETS INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 14
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CITIGROUP GLOBAL MARKETS INC.
CRD 7059 · SEC 801-3387
AUM
$40.5B
Regulatory assets under management
Employees
7,830
53,880 client accounts
Services offered by CITIGROUP GLOBAL MARKETS INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Educational seminars/workshops
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CITIGROUP GLOBAL MARKETS INC. →
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Frequently Asked Questions

What services does Scott Charles Kursman offer?
Scott Charles Kursman specializes in Financial Planning, Investment Management, Wealth Management, Financial Education. Contact their office in NEW YORK, New York for a consultation.
What are Scott Charles Kursman's credentials?
Scott Charles Kursman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Charles Kursman located?
Scott Charles Kursman is based in NEW YORK, New York, working with CITIGROUP GLOBAL MARKETS INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Scott Charles Kursman charge for services?
Scott Charles Kursman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CITIGROUP GLOBAL MARKETS INC.?
CITIGROUP GLOBAL MARKETS INC. has approximately 7830 employees and manages $40.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CITIGROUP GLOBAL MARKETS INC.

James Anthony Forese
NEW YORK, NY
Pamela Peglau Root
NEW YORK, NY
Clifford Verron
NEW YORK, NY
William Joseph Mills
NEW YORK, NY
John A Chirico
NEW YORK, NY
John Angelo Valenti
NEW YORK, NY

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