Matthew Segreto

CITRIN COOPERMAN WEALTH MANAGEMENT

NEW YORK, NY 10020

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CRD#: 7414064

Professional summary

Matthew Segreto is a registered financial advisor currently at CITRIN COOPERMAN WEALTH MANAGEMENT, LLC located in New York, New York.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Citrin Cooperman & Co. LLP; not investment-related; 50 Rockefeller Center, New York, NY 10020; accounting; Partner; started 2013; approximately 60 hours per month, all during securities trading hours; practice leader of Entertainment, Music and Sports, and servicing clients in business management and family office services which include, but not limited to, tax planning and compliance, accounting, financial oversight and reporting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Segreto's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 15, 2021 - Present

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

Office #1: 50 Rockefeller Plaza, New York, NY 10020

RIA

CRD#: 317528

NEW YORK, NY

Past

August 16, 2021 - December 23, 2021

CITRIN COOPERMAN WEALTH MANAGEMENT, LP

RIA

CRD#: 146374

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528 / SEC#: 801-122783

RIA

Registered Investment Advisory firm - (11/30/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(12/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528 / SEC#: 801-122783

RIA

Registered Investment Advisory firm - (11/30/2021 Approved)

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Contact information

Main Address

50 Rockefeller Plaza, New York, NY 10020

Mailing Address

Phone number

(212) 697-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC ADV PART 2A BROCHURE (5/14/2025)

Regulatory assets under management

Total Number of Accounts	762
AUM (Assets Under Management)	$ 1,626,110,870

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
09/25/2024	Cover Page	Report
07/28/2023	Cover Page	Report
01/18/2023	Cover Page	Report

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.

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Matthew Segreto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Segreto's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CITRIN COOPERMAN WEALTH MANAGEMENT, LP

Primary Firm SEC Registration

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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