Mathew Salter is a CFA-designated registered investment advisor at Citigroup Global Markets INC., based in Ross, CA, with 11 years of industry experience. Mathew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.
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Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.
Location
Ross, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Previous Registrations
Citi Private Alternatives, LLCBroker
Franklin Distributors, LLCBroker
Franklin Templeton Financial Services CORP.Broker
Wells Fargo Securities, LLCBroker
Oppenheimer & CO. INC.Broker
Arbor Advisors, LLCBroker
Thomas Weisel Partners LLCBroker
State Registrations1 state
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.
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