Matthew Vincent Michalak

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:

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

Current Employers

Employment History

• 11/2016 → 02/2017
  United Parcel Service
  O'FAllon, MO
• 03/2017 → 10/2017
  St. Louis Cardinals
  Saint Louis, MO
• 03/2017 → 08/2018
  Quiktrip
  Maryland Heights, MO
• 06/2018 → 09/2019
  Td Ameritrade
  Saint Louis, MO
• 09/2019 → 07/2020
  Td Ameritrade
  St. Louis, MO
• 07/2020 → Present
  Citigroup
  O'FAllon, MO

Previous Registrations

• 2019-11-11 → 2020-08-15
  Td Ameritrade, Inc.
  St. Louis, MO
• 2019-11-11 → 2020-08-15
  Td Ameritrade Investment Management, Llc
  St Louis, MO

Other Businesses

//Burn Boot Camp; Investment Related: N; Nature: 45-minute group fitness workout camps;United States of America,Missouri,Saint Charles; Started: 2026-06-04; Title: Trainer; Duties: Leading 45-minute group fitness workout camps, assisting members with form and motivation, prepping workouts; Hours devoted each month during securities trading hours: 1-5; Hours devoted each month outside of securities trading hours: 21-40//

Exams

• S66 Uniform Combined State Law Examination
  2019-11-09
• S63 Uniform Securities Agent State Law Examination
  2018-07-27