Matthew Dylan Crandall
Investment Adviser Representative at Citigroup Global Markets Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Dylan Crandall is an investment adviser representative with Citigroup Global Markets Inc. in Costa Mesa, CA, where they have been registered since 2022. They have worked in the securities industry since 2007 and have been registered with 4 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo BANK, N.A.May 2004 – Feb 2017Newport Beach, CA
- Wells Fargo Advisors LLCSep 2010 – Nov 2016Newport Coast, CA
- Wells Fargo Clearing Services, LLCNov 2016 – Feb 2017Newport Coast, CA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2017 – Jun 2022Garden Grove, CA
- Bank of America, N.A.Sep 2017 – Jun 2022Garden Grove, CA
- Traffic Management IncFeb 2017 – Jun 2017Signal Hill, CA
- CitiGroupJul 2022 – no end date reportedHuntington Beach, CA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Citigroup Global Markets Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,405
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-3387
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 10, 2026
View full firm profileOther advisors at Citigroup Global Markets Inc.
Showing 12 of 2,405 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Dylan Crandall has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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