Matthew Norman, financial advisor New York NY

Matthew Norman

CRD Number: 6590109
Current Firm: Citigroup Global Markets Inc.

Matthew Norman (CRD# 6590109) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup New York, NY Jan 2018 - Current 3
Barclays Capital, Inc. New York, NY Oct 2017 - Dec 2018 1
J.p. Morgan Securities LLC Newark, DE Nov 2015 - Sep 2017 1
Jpmorgan Chase Bank, N.a. Newark, DE Nov 2015 - Sep 2017 1
Jp Morgan Newark, DE Jun 2015 - Nov 2015 < 1
Td Bank Mount Laurel, NJ Mar 2014 - May 2015 1
Lasalle University Philadelphia, PA Aug 2013 - May 2015 1
Neumann University Aston, PA Aug 2010 - Aug 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S65 NASAA Investment Advisors Law Examination Feb 2019
Contact Info for Matthew A. Norman
Phone Number: 212-816-6000
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    38,272
    MILLIONS
  • Total Number of Accounts
    51,112
    ACCOUNTS
  • Average Account Value
    $748,782
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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