Dylan MathisCRD Number: 5073812
Current Firm: Citigroup Global Markets Inc.
Dylan Mathis (CRD# 5073812) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Los Angeles, CA and has over 14 years of experience in the finance industry.
Awm Capital, LLC
Global Retirement Partners LLC
Wedbush Securities Inc.
|Citigroup||Los Angeles, CA||Apr 2014 - Current||7|
|Hsbc Securities (usa) Inc.||Beverly Hills, CA||Oct 2013 - Apr 2014||< 1|
|Hsbc Bank Usa N.a.||Beverly Hills, CA||Sep 2013 - Apr 2014||< 1|
|Citigroup Global Markets Inc.||Los Angeles, CA||May 2007 - Sep 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S65||NASAA Investment Advisors Law Examination||Sep 2017|
Total Assets Under Management38,272MILLIONS
Total Number of Accounts51,112ACCOUNTS
Average Account Value$748,782
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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