Dylan Mathis is a registered investment advisor, based in Los Angeles, CA, with 18 years of industry experience.
Location
Citi Private Bank, 300 South Grand Avenue, 31st Floor, Suite 3130, Los Angeles, CA, 90071
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Citi Private Alternatives, LLCBroker
February 2018 - Present · 8 yrs 3 mos
Citi Private Alternatives, LLC
February 2018 - Present · 8 yrs 3 mos
Citigroup Global Markets INC.
September 2017 - Present · 8 yrs 8 mos
Citigroup Global Markets INC.Broker
May 2014 - Present · 12 yrs
Citigroup Global Markets INC.
May 2014 - Present · 12 yrs
Previous Registrations
Hsbc Securities (USA) INC.Broker
October 2013 - April 2014 · 6 mos
Citigroup Global Markets INC.Broker
May 2007 - September 2013 · 6 yrs 4 mos
Citicorp Investment ServicesBroker
May 2007 - May 2007 · 0 mos
State Registrations4 states
CACOHINM
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.