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Edward Patrick Cleary

Citigroup Global Markets Inc.

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About Edward Patrick Cleary

Edward Cleary is an investment advisor representative with Citigroup Global Markets Inc. Edward Cleary has over 25 years of experience in the securities industry. Edward Cleary has been registered with Citigroup Global Markets Inc. since May 2007 and has been registered with the Financial Industry Regulatory Authority (FINRA) since January 1995. Edward Cleary holds a Series 63, 65, 7, and SIE license. Edward Cleary is registered with the Securities Investor Protection Corporation (SIPC).

Firm Information

Edward Cleary is currently registered with Citigroup Global Markets Inc.. Citigroup Global Markets Inc. is a corporation formed in October 1998, headquartered in New York, NY. The firm provides a wide range of investment advisory services including financial planning, asset allocation advice, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and other clients. With over 10,000 employees, including licensed agents, investment advisor representatives, and registered representatives, Citigroup Global Markets Inc. manages over $40 billion in assets for clients across various client types, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm is registered with the SEC and in all 50 states.
Citigroup Global Markets Inc.

388 GREENWICH STREET

NEW YORK, NY 10013

$40.52B

Assets Under Management

11,754

Total Clients

3,637

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Cleary’s Registration & Firm History

NY

12/06/2012 - Present

Citigroup Global Markets Inc. (Uniondale NY)

NY

10/02/2001 - 05/29/2007

CITICORP INVESTMENT SERVICES (WHITE PLAINS NY)

AZ

07/01/1998 - 01/29/2001

BERRY-SHINO SECURITIES, INC. (SCOTTSDALE AZ)

MN

10/09/1997 - 07/08/1998

BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

NY

05/20/1997 - 10/13/1997

JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)

NY

03/12/1997 - 05/23/1997

JOSEPH DILLON & COMPANY INC. (GREAT NECK NY)

NY

08/11/1995 - 03/11/1997

STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)

NY

05/10/1995 - 07/20/1995

VTR CAPITAL, INC. (NEW YORK NY)

NY

01/18/1995 - 05/11/1995

STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)

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Licenses & Designations

IA

Issued 01/12/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Edward Patrick Cleary.
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