Matthew Lawlor

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

• 09/2022 → 12/2023
  Ameriprise Financial Services, Llc
  Hauppauge, NY
• 09/2016 → 03/2017
  Bright Bay Physical Therapy
  Brightwaters, NY
• 07/2016 → 08/2019
  Diamond College Advisory Team
  Columbia, MD
• 01/2020 → 09/2022
  John E. Lawlor Esq.
  Mineola, NY
• 05/2021 → 08/2021
  Tyton Partners
  Stamford, CT
• 01/2018 → 04/2020
  Inverness Counsel
  New York, NY
• 09/2017 → 01/2022
  Baruch College Athletics
  New York, NY
• 05/2020 → 08/2021
  Amaracon Testing & Inspection
  Hicksville, NY
• 09/2012 → 06/2017
  Bay Shore Schools
  Bay Shore, NY
• 01/2024 → 05/2025
  Wells Fargo Clearing Services, Llc.
  New York, NY
• 08/2017 → 09/2022
  Baruch College
  New York, NY
• 05/2025 → Present
  Citigroup
  New York, NY

Previous Registrations

• 2024-01-04 → 2025-05-20
  Wells Fargo Clearing Services, Llc
  New York, NY
• 2023-03-28 → 2023-12-06
  Ameriprise Financial Services, Llc
  Hauppauge, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-03-24

Other Names

• Matthew Lawlor
• Matthew Lyons Lawlor