Skip to content

Matthew Dyer Hoehn

Investment adviser representative at Citigroup Global Markets Inc.
23 yearsExperience
2 statesRegistered in
$56BFirm assets
62 yearsFirm in business

Are you Matthew Dyer Hoehn? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

23 years in the industry.

  1. Citigroup Global Markets Inc.Feb 2025 to now
  2. Blackstone Securities Partners L.P.Dec 2024 to Dec 2025
  3. Blackstone Inc.Sep 2024 to Dec 2025
  4. Foreside Fund Services, LLCApr 2022 to Aug 2023
  5. Tiff Advisory Services, LLCNov 2021 to Aug 2024
  6. Blackrock Investments LLCMay 2019 to Sep 2021
  7. BlackrockSep 2017 to Sep 2021
  8. Goldman, Sachs & Co.Jul 2003 to Sep 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (NJ, NY).

Citigroup Global Markets Inc.

$56BAssets managed
59,829Clients
2,405Advisers
62 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4486231
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
CallContact this firm