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Matthew Owen Reagan

Citigroup Global Markets Inc.

New York, NY

Warwick, NY

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Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-04-20
  • NY RA
    APPROVED
    Since 2022-04-20

Branch Locations

Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States

Warwick, NY • 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
Bluerock Capital Markets, Llc Newport Beach CA 04/2015 01/2018
Fisher Investments Camas WA 02/2018 05/2020
Personal Capital Advisors Warwick NY 07/2020 04/2022
Citigroup New York NY 04/2022 Present
  • 04/2015 → 01/2018
    Bluerock Capital Markets, Llc
    Newport Beach, CA
  • 02/2018 → 05/2020
    Fisher Investments
    Camas, WA
  • 07/2020 → 04/2022
    Personal Capital Advisors
    Warwick, NY
  • 04/2022 → Present
    Citigroup
    New York, NY
Previous Registrations
  • 2020-07-27 → 2022-04-05
    Personal Capital Advisors Corporation
    Greenwood Village, CO
    Warwick, NY
  • 2018-02-06 → 2020-05-21
    Fisher Investments
    Warwick, NY
    Plano, TX
  • 2022-04-20 → 2010-06-30
    Citi Private Alternatives, Llc
    New York, NY
    Warwick, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-05-06
S65 Uniform Investment Adviser Law Examination 2018-02-02
  • S63 Uniform Securities Agent State Law Examination
    2022-05-06
  • S65 Uniform Investment Adviser Law Examination
    2018-02-02

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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