Mathew Salter is a CFA-designated registered investment advisor, based in Los Angeles, CA, with 10 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
August 2025 - Present · 1 yr 1 mo
Citigroup Global Markets INC.Broker
August 2025 - Present · 1 yr 1 mo
Citi Private Alternatives, LLC
August 2025 - Present · 1 yr 1 mo
Citigroup Global Markets INC.
August 2025 - Present · 1 yr 1 mo
Citigroup Global Markets INC.
June 2025 - Present · 1 yr 3 mos
Previous Registrations
Franklin Distributors, LLCBroker
July 2021 - March 2022 · 8 mos
Franklin Templeton Financial Services CORP.Broker
August 2017 - July 2021 · 3 yrs 11 mos
Wells Fargo Securities, LLCBroker
October 2010 - June 2014 · 3 yrs 8 mos
Oppenheimer & CO. INC.Broker
January 2010 - October 2010 · 9 mos
Arbor Advisors, LLCBroker
July 2008 - March 2009 · 8 mos
Thomas Weisel Partners LLCBroker
October 2007 - February 2008 · 4 mos
State Registrations1 state
CA
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.