Matthew
Cashel
Citigroup Global Markets Inc
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About this Advisor
Matthew Cashel is a financial advisor who works out of Denver, Colorado who has 2 years of industry experience. Cashel works at Citigroup Global Markets Inc. Their career trajectory has included roles at St Johns University, Mama'S Pizzeria, Novelties Wholesale, Lexus Of Northborough, Corcoran Group, Inc, Tjx Companies, Mark'S Moving And Storage, Zensar Technologies, Xtremecraze - Westborough, Hannaford Brothers Company, Algonquin Regional High School, Axa Advisors, LLC, Equitable Advisors, LLC, Fidelity Investments and Citigroup. Cashel holds Series 63 and Series 66 licenses, designating them as a securities representative, and can work in Texas. Citigroup Global Markets Inc is a financial advisory firm operating out of New York, NY. It has offices in 733 locations and a total of 7,927 employees. It controls $35 billion in assets among its 53,776 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 140 charitable organizations. Of its 53,776 accounts, 32% are associated with high-net-worth individuals who have at least $1 million in investable assets. Citigroup Global Markets Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and other services. Financial management fee schedules vary depending on which services are provided. However, fees billed by Citigroup Global Markets Inc may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citigroup Global Markets Inc Brokerage Details
$34,863,982,805
7,927
53,776
$648,319
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
Matthew Cashel Work History
Matthew has been registered as a financial advisor for 2 years.*
Citigroup
Axa Advisors, LLC
Equitable Advisors, LLC
Fidelity Investments
Mama'S Pizzeria
Novelties Wholesale
Lexus Of Northborough
Corcoran Group, Inc
Tjx Companies
Mark'S Moving And Storage
St Johns University
Zensar Technologies
Xtremecraze - Westborough
Hannaford Brothers Company
Algonquin Regional High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Cashel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citigroup Global Markets Inc
Houston, TX
Naperville, IL
Bay Shore, NY
Boston, MA
New York, NY
New York, NY
Boca Raton, FL
Alameda, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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