Mathias R. Reichelsdorfer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mathias Ralf Reichelsdorfer, who also goes by Mathias R Reichelsdorfer, was a registered financial professional .
Mathias is a previously registered financial professional and started their career in finance in 2006. Mathias had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 2, 2018 - June 13, 2025
CITI PRIVATE ALTERNATIVES, LLC
August 31, 2017 - June 13, 2025
CITIGROUP GLOBAL MARKETS INC.
August 30, 2017 - June 13, 2025
CITIGROUP GLOBAL MARKETS INC.
October 3, 2016 - August 2, 2017
OPPENHEIMER & CO. INC.
July 7, 2016 - August 2, 2017
OPPENHEIMER & CO. INC.
May 4, 2011 - December 4, 2015
HSBC SECURITIES (USA) INC.
September 19, 2007 - April 27, 2011
CITIGROUP GLOBAL MARKETS INC.
June 5, 2006 - March 14, 2007
SG AMERICAS SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CITI PRIVATE ALTERNATIVES, LLC
CRD#: 153777 / SEC#: 801-71561, 8-69789
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CITIGROUP INVESTMENT PARTNERS | MEMBER | |
| CONWAY, JOHN JAMES | PRINCIPAL FINANCIAL OFFICER (FINOP) | 1584619 |
| DE ANDRADE, ROBERTO CARLOS | MANAGER | 5841299 |
| JEAN-BAPTISTE, ALEX | CHIEF COMPLIANCE OFFICER | 6828963 |
| ODONNELL, DANIEL GLENN | MANAGER | 3160132 |
| ODONNELL, NIALL | PRINCIPAL OPERATIONS OFFICER | 6830897 |
| REMAK, MICHAEL DAVID | CEO/MANAGER | 2914374 |
Regulatory assets under management
| Total Number of Accounts | 183 |
| AUM (Assets Under Management) | $ 18,347,749,864 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
