Best Investors Account Sign in
Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-31
NY RA APPROVED 2026-02-13
  • NJ RA
    APPROVED
    Since 2026-03-31
  • NY RA
    APPROVED
    Since 2026-02-13

Branch Locations

Glen Ridge, NJ • United States

Citi Private Bank 153 East 53Rd St., 24Th, 25Th Fls, New York, NY 10022 • United States

Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman, Sachs & Co. New York NY 07/2003 09/2017
Blackrock New York NY 09/2017 09/2021
Blackrock Investments Llc New York NY 05/2019 09/2021
Foreside Fund Services, Llc Radnor PA 04/2022 08/2023
Tiff Advisory Services, Llc Radnor PA 11/2021 08/2024
Blackstone Inc. New York NY 09/2024 12/2025
Blackstone Securities Partners L.P. New York NY 12/2024 12/2025
Citigroup Global Markets Inc. New York NY 02/2025 Present
  • 07/2003 → 09/2017
    Goldman, Sachs & Co.
    New York, NY
  • 09/2017 → 09/2021
    Blackrock
    New York, NY
  • 05/2019 → 09/2021
    Blackrock Investments Llc
    New York, NY
  • 04/2022 → 08/2023
    Foreside Fund Services, Llc
    Radnor, PA
  • 11/2021 → 08/2024
    Tiff Advisory Services, Llc
    Radnor, PA
  • 09/2024 → 12/2025
    Blackstone Inc.
    New York, NY
  • 12/2024 → 12/2025
    Blackstone Securities Partners L.P.
    New York, NY
  • 02/2025 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-13
S63 Uniform Securities Agent State Law Examination 2010-12-07
  • S66 Uniform Combined State Law Examination
    2026-02-13
  • S63 Uniform Securities Agent State Law Examination
    2010-12-07
Other Names
  • Matthew Dyer Hoehn
  • Matt Hoehn
  • Matthew D Hoehn
  • Matt Hoehn

View on SEC IAPD

More in Glen Ridge, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor