Peter Cvikevich

Financial advisor at Citigroup Global Markets Inc. · New York, NY

Last updated 2026-10-10

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Peter Cvikevich is a financial advisor at Citigroup Global Markets Inc. in New York, NY, CRD 2322423. Licenses and exams on the registration: Series 63, Series 65. First registered 2001-12-07.

Registration

CRD number
2322423
Registration status
Active
First registered
2001-12-07
Years of experience
24
States registered
NY, TX, VA

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2010-05 to Present · Citigroup · New York, NY

Current employment

SEC IAPD record for Peter Cvikevich

Citigroup Global Markets Inc.

Regulatory AUM
$56,006,655,920
Registered advisors
2,399
Offices
1,376
Clients per advisor
24.9 (Low)
Average AUM per client
$936.1K (Low)
High-net-worth client ratio
39.2% (Moderate)

Citigroup Global Markets Inc.: advisors, services and reported ETF investments

What this firm offers

Filed by Citigroup Global Markets Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Security Ratings or Pricing Services
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Commodity Pool Operator or Trading Advisor
  • Futures Commission Merchant
  • Registered Security-Based Swap Dealer
  • Other Financial Product Salesperson
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

Citi Wealth Management, Sales, New York, NY 10022

105 advisors at this office.

Citigroup Global Markets office in New York, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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