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Matthew Eli Bloom

Citigroup Global Markets Inc.

Glenview, IL

Vernon Hills, IL

Chicago, IL

Highland Park, IL

CRD 6071448

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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
TX RA APPROVED_RES 2025-05-24
IL RA APPROVED 2017-04-04
  • TX RA
    APPROVED_RES
    Since 2025-05-24
  • IL RA
    APPROVED
    Since 2017-04-04

Branch Locations

Citi Retail Banking 1701 Lake Street, Glenview, IL 60025 • United States

Cwm Retail, Sales 700 North Milwaukee, Vernon Hills, IL 60061 • United States

Citi Wealth Management, Sales 227 West Monroe St, Chicago, IL 60606 • United States

Highland Park, IL • 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
Morgan Stanley Chicago IL 08/2013 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 08/2013 → Present
    Morgan Stanley
    Chicago, IL
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-10
S63 Uniform Securities Agent State Law Examination 2012-09-19
  • S65 Uniform Investment Adviser Law Examination
    2013-10-10
  • S63 Uniform Securities Agent State Law Examination
    2012-09-19
Other Names
  • Matthew Bloom
  • Matthew Eli Bloom

View on SEC IAPD

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