Frank J. Petrocelli

Financial Planner, Financial Advisor, Investment Advisor Representative At Fortis Lux Financial at Fortis Lux Financial

Frank J. Petrocelli, III is a seasoned financial professional with extensive experience in financial planning, advisory, and investment services. Currently serving as a Financial Planner and Advisor at Fortis Lux Financial since July 2016, Frank has held various advisory roles at prominent financial institutions including MetLife Premier Client Group of New York, Cetera Advisors LLC, and Wells Fargo Advisors. Frank's career began at BNY Mellon, where Frank J. advanced to the position of Vice President/Relationship Manager over nearly two decades. Frank holds a degree from St. John's University.

Location

New York, United States

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices


Fortis Lux Financial

Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere. In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals. We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.


Employees

51-200

Links