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Matthew Ashley Singletary

Citigroup Global Markets Inc.

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About Matthew Ashley Singletary

Matthew Ashley Singletary is a registered representative with Citigroup Global Markets Inc. Matthew Singletary has been in the securities industry for 26 years. Matthew Singletary is also a Registered Options Principal. Matthew Singletary previously worked at J. P. Morgan Invest, LLC in Boston, MA. Matthew Singletary holds Series 4, 7, 9, 10, 63, 99TO, and SIE licenses.

Firm Information

Matthew Singletary is currently registered with Citigroup Global Markets Inc.. Citigroup Global Markets Inc. is a corporation formed in October 1998, headquartered in New York, NY. The firm provides a wide range of investment advisory services including financial planning, asset allocation advice, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and other clients. With over 10,000 employees, including licensed agents, investment advisor representatives, and registered representatives, Citigroup Global Markets Inc. manages over $40 billion in assets for clients across various client types, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm is registered with the SEC and in all 50 states.
Citigroup Global Markets Inc.

388 GREENWICH STREET

NEW YORK, NY 10013

$40.52B

Assets Under Management

11,754

Total Clients

3,637

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Singletary’s Registration & Firm History

NY

02/19/2019 - Present

Citigroup Global Markets Inc. (NEW YORK NY)

MA

07/16/1999 - 02/16/2005

J. P. MORGAN INVEST, LLC (BOSTON MA)

CA

12/04/1997 - 02/10/1999

DISCOVER BROKERAGE DIRECT, INC. (SAN FRANCISCO CA)

CO

08/28/1997 - 09/24/1997

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 09/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2004

Series 4 - Registered Options Principal Examination

BC

Issued 03/09/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/09/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/19/2019

Series 99TO - Operations Professional Examination

BC

Issued 02/19/2019

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Ashley Singletary. Review regulatory record here.
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