Matthew Dylan Crandall
Investment adviser representative at Citigroup Global Markets Inc.
22 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Matthew Dylan Crandall? Claim your profile
Contact this firm
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
22 years in the industry.
- Citigroup Global Markets Inc.Jul 2022 to now
- CitigroupJul 2022 to now
- Bank of America, N.A.Sep 2017 to Jun 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2017 to Jun 2022
- Traffic Management IncFeb 2017 to Jun 2017
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2017
- Wells Fargo Advisors LLCSep 2010 to Nov 2016
- Wells Fargo Bank, N.A.May 2004 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5240943
- Firm CRD
- 7059