CITIGROUP GLOBAL MARKETS INC.

NEW YORK, New York·29 registered advisors·CRD# 7059
SEC# 801-3387742212-816-6000
01

Firm Overview

AUM
$40.5B
Regulatory assets under management
Employees
7830
Total firm employees
Advisors
29
Registered representatives
02

Services & Fees

Advisory Services
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
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFinancial Education
04

Advisors at CITIGROUP GLOBAL MARKETS INC.

29 registered advisors
Adam Reid Meshel
NEW YORK, New York
Biswarup Chatterjee
NEW YORK, New York
Christopher Barratt
NEW YORK, New York
Clifford Verron
NEW YORK, New York
Cyrus Begley Iii Richardson
NEW YORK, New York
Dana Lynn Platt
NEW YORK, New York
Daniel Laurence Keegan
NEW YORK, New York
Daniel Scott Palomaki
NEW YORK, New York
Deirdre Kathleen Dunn
NEW YORK, New York
Dina Varous
NEW YORK, New York
Edward Joseph Iii Kelly
NEW YORK, New York
Edward Raymond Arnold
NEW YORK, New York
Gary Michael Rosen
NEW YORK, New York
Howard Denham Marsh
NEW YORK, New York
James Anthony Forese
NEW YORK, New York
John A Chirico
NEW YORK, New York
John Angelo Valenti
NEW YORK, New York
John Desmond Heppolette
NEW YORK, New York
John Pirnie Iii Davidson
NEW YORK, New York
Pamela Peglau Root
NEW YORK, New York
Robert Francis Klein
NEW YORK, New York
Santo Vito Trombetta
NEW YORK, New York
Scott Charles Kursman
NEW YORK, New York
Shawn K Feeney
NEW YORK, New York
Stephanie Anissa Dhouibi
NEW YORK, New York
Ted Kirk Yarbrough
NEW YORK, New York
Timothy Hugh Gately
NEW YORK, New York
Valentin Luis Valderrabano
NEW YORK, New York
William Joseph Mills
NEW YORK, New York
05

Office Locations

NEW YORK, New York
29 advisors

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Data sourced from SEC Form ADV filings. CITIGROUP GLOBAL MARKETS INC. (CRD# 7059) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.