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Matthew Robert Wagner

Crito Capital LLC

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About Matthew Robert Wagner

Matthew Robert Wagner has been working in the financial services industry since 1980. Matthew is currently registered with Crito Capital LLC and has been with the firm since June 2015. Prior to Crito Capital LLC, Matthew was registered with 1ST WORLDWIDE FINANCIAL PARTNERS, LLC and OBSIDIAN FINANCIAL GROUP, LLC, among other firms. Matthew is licensed in New York and has passed several industry exams including Series 3, 7, 8, 63, 79, and SIE. In addition to serving individuals, Matthew provides non-discretionary services to businesses.

Firm Information

Matthew Wagner is currently registered with Crito Capital LLC. Crito Capital LLC is a Limited Liability Company formed in May 2011. They provide non-discretionary investment advisory services to individuals and corporations. The firm is registered with the SEC and in 24 states.

Not reported

Assets Under Management

1

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-discretionary services

Non-discretionary services

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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Matthew Wagner’s Registration & Firm History

NY

06/11/2015 - Present

Crito Capital LLC (NEW YORK NY)

NY

09/03/2008 - 08/27/2013

1ST WORLDWIDE FINANCIAL PARTNERS, LLC (NEW YORK NY)

NY

10/12/2006 - 09/04/2008

OBSIDIAN FINANCIAL GROUP, LLC (WOODBURY NY)

NY

05/03/1984 - 09/22/2006

TWENTY-FIRST SECURITIES CORPORATION (NEW YORK NY)

NY

11/26/1997 - 12/04/2002

MANAGER ADVISORY GROUP INC. (NEW YORK NY)

NA

04/06/1979 - 04/06/1984

LAIDLAW ADAMS & PECK INC

NA

02/01/1979 - 04/09/1979

WACHTEL & CO., INC.

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Licenses & Designations

BC

Issued 03/28/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/1982

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/1985

Series 3 - National Commodity Futures Examination

BC

Issued 01/20/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Robert Wagner.
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