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John Angelo Valenti

Citi Private Alternatives, LLC

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About John Angelo Valenti

John Valenti is a financial professional with over 30 years of experience in the financial industry. John's career has included roles at prominent firms including Citigroup Global Markets Inc., National Financial Services LLC, Wachovia Securities, LLC and Prudential Securities Incorporated. John is currently registered with Citi Private Alternatives, LLC and Citicorp Securities Services, Inc. in New York, NY. John holds FINRA Series 27, SIE, and Series 99TO licenses.

Firm Information

John Valenti 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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John Valenti’s Registration & Firm History

NY

07/27/2023 - Present

Citi Private Alternatives, LLC (NEW YORK NY)

RI

05/08/2009 - 07/07/2009

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

01/07/2004 - 07/07/2009

NATIONAL FINANCIAL SERVICES LLC (NEW YORK NY)

MO

07/01/2003 - 11/07/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

12/19/1996 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

04/12/1995 - 12/03/1996

SMITH BARNEY INC. (NEW YORK NY)

NY

11/18/1991 - 03/17/1995

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/14/1991

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2023

Series 99TO - 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 no public disclosures for John Angelo Valenti.
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