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Andrea Jacqueline O'Sullivan

Citi Private Alternatives, LLC

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About Andrea Jacqueline O'Sullivan

Andrea Jacqueline O'Sullivan is a registered representative with Citi Private Alternatives, LLC and Citigroup Global Markets Inc. Andrea has been in the financial services industry since 2012 and has a strong track record of success. Andrea holds the Series 7, Series 24, Series 99 and SIE licenses and has a deep understanding of the financial markets. Andrea is committed to providing her clients with the highest level of service and guidance.

Firm Information

Andrea O'Sullivan is currently registered with Citi Private Alternatives, LLC. Citi Private Alternatives, LLC is a Limited Liability Company formed in April 2010. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Andrea O'Sullivan’s Registration & Firm History

NY

07/06/2017 - Present

Citi Private Alternatives, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/29/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2015

Series 7 - General Securities Representative Examination

BC

Issued 07/07/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 6 public disclosures for Andrea Jacqueline O'Sullivan. Review regulatory record here.
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