Franki Ann Bartoli

Employer firm

Nuveen Asset Management, LLC CRD 155584

$280B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 06/2018
  Stony Brook University
  Stony Brook, NY
• 07/2017 → 08/2017
  Island Federal Credit Union
  Hauppauge, NY
• 02/2019 → 06/2022
  Lord Abbett & Co. Llc
  Jersey City, NJ
• 08/2016 → 06/2017
  Unemployed
  New York, NY
• 07/2018 → 06/2022
  Lord Abbett Distributor Llc
  Jersey City, NJ
• 06/2022 → Present
  Nuveen Securities, Llc
  New York, NY
• 06/2022 → Present
  Nuveen Asset Management, Llc
  New York, NY

Previous Registrations

• 2019-02-15 → 2022-06-30
  Lord, Abbett & Co. Llc
  Jersey City, NJ

Other Businesses

Name: Self-Employed Social Media Marketer Position: Self-Employed Nature: Social Media Influencer Investment Related: No Hours: 5 hours per week Securities trading hours: 0 Start date: 6/30/2022 Address: Private Residence - New Jersey Description: Create Social Media content with potential promotions.

Exams

• S66 Uniform Combined State Law Examination
  2019-02-11

Other Names

• Franki Priore
• Franki Ann Priore