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Matthew Rigoli

19 Years of Experience
Henderson, NV
2 DisclosuresBroker

Matthew Rigoli is a registered investment advisor at Citigroup Global Markets INC., based in Henderson, NV, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

Fee Structure

CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.

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Location

Citi Wealth Management, Sales, 10211 South Eastern Avenue, Henderson, NV, 89052

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History

Regulatory History (2)
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Customer Dispute
June 2023
Settled
Financial
October 2016
Final
Employment History
Current Registrations
Citigroup Global Markets INC.
August 2018 - Present · 7 yrs 9 mos
Citigroup Global Markets INC.
August 2018 - Present · 7 yrs 9 mos
Citigroup Global Markets INC.Broker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - August 2018 · 5 yrs 3 mos
Bbva Wealth Solutions INC.
October 2010 - August 2018 · 7 yrs 10 mos
St Johns Wealth Management
August 2010 - October 2010 · 2 mos
Bbva Compass Investment Solutions, INCBroker
August 2010 - May 2013 · 2 yrs 9 mos
Unionbanc Investment Services, LLC
February 2010 - July 2010 · 5 mos
Unionbanc Investment Services, LLCBroker
February 2010 - July 2010 · 5 mos
Banc of America Investment Services, INC.Broker
September 2008 - April 2009 · 7 mos
Banc of America Investment Services, INC.
September 2008 - April 2009 · 7 mos
Countrywide Investment Services, INC.
February 2008 - September 2008 · 7 mos
Countrywide Investment Services, INC.Broker
February 2008 - September 2008 · 7 mos
Nylife Securities LLCBroker
February 2007 - August 2007 · 6 mos
Wm Financial Services, INC.
July 2005 - June 2006 · 11 mos
Wm Financial Services, INC.Broker
July 2005 - June 2006 · 11 mos
American Express Financial Advisors, INC.
December 2003 - September 2004 · 9 mos
American Express Financial Advisors INC.Broker
December 2003 - September 2004 · 9 mos
Ids Life Insurance CompanyBroker
December 2003 - September 2004 · 9 mos
State Registrations31 states
AZCACODCDEFLGAHIIDILKSMDMIMSNCNJNMNVNYOHOKORPRSCSDTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.