Wirehouses, Banks & BDs · Traditional channel
Citi
Includes Citi Private Bank · Citi Personal Wealth Management · Citi International Personal Bank
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- Website
- privatebank.citibank.com
- Regulator record
- CITIGROUP GLOBAL MARKETS INC. (FINRA)
Recorded arrivals
1
Teams and practices joining in 2026
Recorded departures
3
Teams and practices leaving in 2026
Arrival assets
$3.0B
Reported practice assets · 1 of 1 disclosed
Departure assets
$3.3B
Reported practice assets · 3 of 3 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Departures went to
Destination firms, by number of teams
Arrivals 1
Teams joining Citi in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 11 | Lateral | Teresa RadzinskiJacksonville, FL | Bank of America Private BankWirehouses, Banks & BDs | $3.0B | AdvisorHub |
Departures 3
Teams leaving Citi in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 6 | Lateral | Jorge BastarracheaMiami, FL | Raymond James & AssociatesWirehouses, Banks & BDs | $110M | Citywire |
| Jun 4 | Breakaway | Align Private WealthGreenwood, IN | LPL FinancialIndependent Broker-Dealer | $2.0B | InvestmentNews |
| Jan 5 | Lateral | Paul Cooke, Jake TrousdaleDallas, TX | Wells Fargo AdvisorsWirehouses, Banks & BDs | $1.2B | InvestmentNews |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.