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Matthew S Aber

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.

  1. Citigroup Global Markets Inc.Jul 2026 to now
  2. LPL FinancialAug 2025 to Jun 2026
  3. Omnigrowth Wealth ProfessionalsAug 2025 to Jun 2026
  4. Citigroup Global Markets Inc.Jun 2025 to Aug 2025
  5. Omnigrowth Wealth ProfessionalsAug 2024 to May 2025
  6. Fairleigh Dickinson UniversityAug 2022 to May 2026
  7. Talon LandscapingJun 2021 to May 2024
  8. Ridge High SchoolSep 2018 to May 2022
  9. William Annin Middle SchoolSep 2015 to Sep 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2025

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
7975504
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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