Citi Private Advisory, LLC
Citi Private Advisory, LLC (CRD# 153777) is a financial advisory firm headquartered in New York, NY. They manage $7,098,642,035 in 125 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management7,099MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$56,789,136
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NY, TX
Peter Barcia (CRD# 6125851) is an Investment Advisor Representative working at Citi Private Advisory, LLC in New York, NY and has 1 year of experience in the finance industry.