Matthew
Ochoa
Citigroup Global Markets Inc
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About this Advisor
Matthew Ochoa is a financial advisor operating out of Chicago, Illinois. Ochoa works at Citigroup Global Markets Inc. Their career trajectory has included roles at Full Time Student, Northern Trust Bank, Northern Trust Bank (Ntsi), The Understudy, Old Dominion Freight Company, Mount Prospect Park District, Jewel Osco and Citigroup. Ochoa has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Citigroup Global Markets Inc is a financial advisory business headquartered in New York, NY. The company has offices in 733 locations and a total of 7,927 employees. It controls $35 billion in assets under management between its 53,776 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 140 charitable organizations. Of its 53,776 customer accounts, 32% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a diverse range of services, such as 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. A financial advisor's fee schedules are based on which services are offered. However, fee types billed by Citigroup Global Markets Inc likely are comprised of some 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 Ochoa Work History
Matthew has been registered as a financial advisor for 0 years.*
Citigroup
Northern Trust Bank (Ntsi)
Northern Trust Bank
The Understudy
Old Dominion Freight Company
Mount Prospect Park District
Jewel Osco
Full Time Student
*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 Ochoa 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
New York, NY
New York, NY
Chicago, IL
Naperville, IL
Manhattan Beach, CA
New York, NY
New York, NY
Houston, TX
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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