Matthew John Cashel
Investment adviser representative at Citigroup Global Markets Inc.
11 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
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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
11 years in the industry.
- Citigroup Global Markets Inc.Dec 2021 to now
- CitigroupNov 2021 to now
- Fidelity InvestmentsNov 2020 to Nov 2021
- Equitable Advisors, LLCJan 2020 to Nov 2020
- AXA Advisors, LLCJan 2020 to Jun 2020
- Mama's PizzeriaOct 2019 to Dec 2019
- Novelties WholesaleJan 2019 to Dec 2019
- Lexus of NorthboroughJun 2018 to Aug 2018
- Corcoran Group, IncMar 2018 to Apr 2018
- Tjx CompaniesJun 2017 to Aug 2017
- St Johns UniversityAug 2015 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7222306
- Firm CRD
- 7059