Frank J. Petrocelli, III

Financial Planner, Financial Advisor

CA Insurance License #0M68602
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Frank began his career in 1989 with The Bank of New York (now BNY Mellon) as an Administrator in their Trust and Investment Department at One Wall Street in New York, NY. In 1994 he transferred to the Private Client Services department in White Plains, NY and was promoted to Vice President and assumed the role of Relationship Manager for their high net worth clients.

He left BNY Mellon in 2008 to take on a new challenge as a Financial Advisor with Wells Fargo Advisors. While there he achieved his Series 7 and 66 licenses as well as his Insurance license. He left Wells Fargo in 2013 to pursue a career as an Independent Financial Advisor with Cetera Advisors. In 2015, he joined MetLife Premier Client Group (MPCG) of New York City which is now known as Fortis Lux Financial.

Frank holds a BS in Finance from St. John’s University. He resides in Elmsford, NY with his wife and dog Chase.

Domiciled in NY.