William Venezia is a registered investment advisor, based in New York, NY, with 18 years of industry experience.
Location
Citi Private Bank, 153 East 53rd St., 24th, 25th Fls, New York, NY, 10022
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Citi Private Alternatives, LLCBroker
February 2018 - Present · 8 yrs 3 mos
Citi Private Alternatives, LLC
February 2018 - Present · 8 yrs 3 mos
Citigroup Global Markets INC.
March 2017 - Present · 9 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2017 - Present · 9 yrs 2 mos
Citigroup Global Markets INC.
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2011 - March 2016 · 4 yrs 9 mos
Morgan StanleyBroker
May 2011 - March 2016 · 4 yrs 10 mos
Citigroup Global Markets INC.Broker
September 2005 - November 2007 · 2 yrs 2 mos
Lehman Brothers INC.Broker
May 2000 - June 2002 · 2 yrs 1 mo
State Registrations2 states
CTNY
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.