Claim Profile
Unclaimed Profile
FF

Francis X Frecentese

CITI PRIVATE ADVISORY, LLC·NEW YORK, New York
SIE, Series 3, Series 7, Series 63Clean recordCITI PRIVATE ADVISORY, LLC
153 EAST 53RD STREET, NEW YORK, NY 10022CRD# 4444445Firm CRD# 153777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Francis X Frecentese · NEW YORK, NY
Registration
CRD #4444445 · CITI PRIVATE ADVISORY, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CITI GLOBAL ALTERNATIVES, LLC
CRD 153777 · SEC 801-71561
AUM
$18.3B
Regulatory assets under management
Employees
95
183 client accounts
Services offered by CITI GLOBAL ALTERNATIVES, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

Speak with Francis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Francis is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

04

Frequently Asked Questions

What services does Francis X Frecentese offer?
Francis X Frecentese specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Francis X Frecentese's credentials?
Francis X Frecentese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francis X Frecentese located?
Francis X Frecentese is based in NEW YORK, New York, working with CITI PRIVATE ADVISORY, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Francis X Frecentese charge for services?
Francis X Frecentese's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: receive an investor servicing fee from some third party funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CITI PRIVATE ADVISORY, LLC?
CITI PRIVATE ADVISORY, LLC has approximately 95 employees and manages $18.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →