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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7,099
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $56,789,136
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Citi Private Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter C. Barcia
CRD#: 6125851
399 Park Avenue, Mezzanine, New York, NY 10022
87
Wealthminder
score

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.

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