Mathew Alan Salter
Investment adviser representative at Citigroup Global Markets Inc.
12 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
12 years in the industry.
- Citigroup Global Markets Inc.Jun 2025 to now
- CitigroupJun 2025 to now
- Self EmployedJul 2024 to May 2025
- Riaz CapitalMar 2022 to Jun 2024
- Legg Mason Investor Services, LLCJul 2021 to Mar 2022
- Franklin Templeton Financial Services Corp.Jun 2017 to Mar 2022
- Ft Institutional LLCJun 2017 to Mar 2022
- Cisco SystemsSep 2014 to Jun 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2025
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
- 5328515
- Firm CRD
- 7059