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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

MATTHEW OWEN REAGAN

Advisor at CITIGROUP GLOBAL MARKETS INC.

New York, NY | Warwick, NY

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Search this name across graphsid dfx:ria:671abc5a-e128-86c1-aae2-37d14682dcbc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 6, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CITIGROUP GLOBAL MARKETS INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 2, 2018
First registration: Feb 6, 2018
Dual registered: yes, broker-dealer
IAPD individual key: 4728010

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 20, 2022	n/a	yes	New York, NY\|Warwick, NY	Current employment
CITI PRIVATE ADVISORY, LLC	Former SEC adviser	Apr 20, 2022	Jun 30, 2010	no	New York, NY\|Warwick, NY	Previous registration
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Jul 27, 2020	Apr 5, 2022	no	Warwick, NY\|GREENWOOD VILLAGE, CO	Previous registration
FISHER INVESTMENTS	Independent wealth	Feb 6, 2018	May 21, 2020	no	WARWICK, NY\|PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PERSONAL CAPITAL ADVISORS CORPORATION	CITI PRIVATE ADVISORY, LLC	Apr 5, 2022	Apr 20, 2022	15	Firm change	Other
FISHER INVESTMENTS	PERSONAL CAPITAL ADVISORS CORPORATION	May 21, 2020	Jul 27, 2020	67	Firm change	RIA to RIA
CITI PRIVATE ADVISORY, LLC	CITIGROUP GLOBAL MARKETS INC.	Jun 30, 2010	Apr 20, 2022	4,312	Bulk transfer	Other

Relationships

Registered with (4)

→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: current employment
Apr 20, 2022 to presentfactForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Jul 27, 2020 to Apr 5, 2022factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Feb 6, 2018 to May 21, 2020factForm ADV
→ CITI PRIVATE ADVISORY, LLCRegistered adviserregistration: previous registration
Apr 20, 2022 to Jun 30, 2010factForm ADV

Dated events

Occurred
Apr 5, 2022
Advisor changed firm
Matthew Owen Reagan left Personal Capital Advisors Corporation for Citi Private Advisory, Llc (registered 2022-04-20)
Form ADVobserved 4 days ago