Matthew Segreto

Employer firm

Citrin Cooperman Wealth Management, LLC CRD 317528

$1.70B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• CONSOLIDATED REPORTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 11/2021
  Citrin Cooperman Wealth Management, Lp
  New York, NY
• 12/2021 → Present
  Citrin Cooperman Wealth Management, Llc
  New York, NY

Previous Registrations

• 2021-08-16 → 2021-12-23
  Citrin Cooperman Wealth Management, Lp
  New York, NY

Other Businesses

Citrin Cooperman & Co. LLP; not investment-related; 50 Rockefeller Center, New York, NY 10020; accounting; Partner; started 2013; approximately 60 hours per month, all during securities trading hours; practice leader of Entertainment, Music and Sports, and servicing clients in business management and family office services which include, but not limited to, tax planning and compliance, accounting, financial oversight and reporting.