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Monica Martina Mandelli

KKR Capital Markets LLC

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About Monica Martina Mandelli

Monica Mandeli is a financial professional with over 25 years of experience in the industry. Monica has held positions at Goldman, Sachs & Co. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Monica is registered with KKR Capital Markets LLC and MCS Capital Markets LLC. Monica has a wide range of licenses and registrations, including Series 7, Series 24, Series 63, Series 79TO, and SIE. Monica is licensed in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Firm Information

Monica Mandelli is currently registered with KKR Capital Markets LLC. KKR Capital Markets LLC is a Limited Liability Company that was formed on January 29, 2007. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. KKR Capital Markets is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

64

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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Monica Mandelli’s Registration & Firm History

NY

10/27/2015 - Present

KKR Capital Markets LLC (New York NY)

NY

08/14/1998 - 10/21/2015

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

08/30/1994 - 08/23/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Monica Martina Mandelli.
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