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Francisco Caballero

Citi Private Alternatives, LLC

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About Francisco Caballero

Francisco Caballero is a financial advisor with over 20 years of experience in the industry. Francisco is currently registered with Citi Private Alternatives, LLC and Citigroup Global Markets Inc. Francisco is also a registered principal with Citi Private Alternatives, LLC. Francisco holds the Series 66, Series 7, Series 24 and SIE licenses. Francisco is licensed in several states including California, Colorado, District of Columbia, Florida, New Jersey, New York and Texas. Francisco's primary focus is providing financial advice to individuals and families.

Firm Information

Francisco Caballero 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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Francisco Caballero’s Registration & Firm History

FL

04/21/2017 - Present

Citi Private Alternatives, LLC (Miami FL)

NY

09/28/2001 - 05/29/2007

CITICORP INVESTMENT SERVICES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/05/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Francisco Caballero.
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