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Vincenzo Iannucci

Citizens Private Wealth
33 Years of Experience
New York, NY
1 DisclosureBroker
View SEC Summary
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Vincenzo Iannucci is a registered investment advisor at Citizens Private Wealth, based in New York, NY, with 33 years of industry experience. Vincenzo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,567 clients with $17B in assets under management.

Citizens Private Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
2,567 clients
Average Client Portfolio
$6.5M average
Assets Under Management
$16.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10.0M - $25.0M0.85%
$25.0M - $50.0M0.70%
$50M+0.55%

Fees may be reduced or waived based on account size, complexity, and family relationships. Legacy clients may be subject to separate wrap fees or fixed-income-only schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1301 AVENUE OF THE AMERICAS, 2nd FLOOR, New York, NY, 10019

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Vincenzo is a Group Director Investments - Senior Vice President at New York Community Bancorp (NYCB), the parent company for Flagstar Advisors, Inc. This investment-related activity commenced in June 2024 and requires weekly time, including during trading hours.

Employment History
Current Registrations
Citizens Private Wealth
July 2025 - Present · 1 yr 3 mos
Citizens Securities, INC.
June 2025 - Present · 1 yr 4 mos
Citizens Securities, INC.Broker
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Flagstar Advisors, INC.
January 2025 - June 2025 · 5 mos
Flagstar Advisors, INC.
June 2006 - December 2024 · 18 yrs 6 mos
Flagstar AdvisorsBroker
June 2006 - June 2025 · 19 yrs
Chase Investment Services CORP.
September 2003 - June 2006 · 2 yrs 9 mos
Chase Investment Services CORP.Broker
September 2003 - June 2006 · 2 yrs 9 mos
Citicorp Investment ServicesBroker
December 1995 - September 2003 · 7 yrs 9 mos
Natwest Investor Services CorporationBroker
January 1995 - December 1995 · 11 mos
Citicorp Investment ServicesBroker
June 1993 - January 1995 · 1 yr 7 mos
South Richmond Securities, INC.Broker
May 1992 - August 1992 · 3 mos
State Registrations28 states
CACOCTDCFLGAINMAMDMEMIMNMONCNENJNYOHORPARISCTNTXVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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