Matthew Vazquez
Investment adviser representative at Citigroup Global Markets Inc.
15 yearsExperience
1 stateRegistered in
CFADesignation
$56BFirm assets
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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
15 years in the industry.
- Citigroup Global Markets Inc.Mar 2022 to now
- Advent Capital Distributors, LLCApr 2018 to Mar 2022
- Advent Capital Management, LLCApr 2018 to Mar 2022
- UBS Financial Services Inc.May 2011 to Mar 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (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
- 5152095
- Firm CRD
- 7059