Francesca Lagrotteria
Payne Capital Management · New York, New York
Francesca Lagrotteria is a fee-only financial advisor at Payne Capital Management in New York, New York. Payne Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Payne Capital Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.34B across 4,283 accounts |
| SEC registration | Investment adviser representative in NJ, NY, PA · CRD 6861168 |
| Exams passed | Series 65 (2017) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/3x6g6tlzdzps7ympu1uv1z |
How Francesca's firm compares
- Payne Capital Management's average account is about $313,000, from its Form ADV (assets managed divided by 4,283 accounts).
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Questions about Francesca
Is Francesca Lagrotteria a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Francesca holds no broker registration, and Payne Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Francesca charge for financial advice?
Francesca's firm, Payne Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Francesca Lagrotteria based?
Francesca Lagrotteria is based in New York, New York.
Is Francesca Lagrotteria registered with the SEC?
Yes. Francesca Lagrotteria is registered as an investment adviser representative in NJ, NY and PA (CRD 6861168), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Payne Capital Management manage?
Payne Capital Management reports $1.34B across 4,283 accounts in assets under management.
How do I contact Francesca Lagrotteria?
Through Francesca's website, open.spotify.com/show/3x6g6tlzdzps7ympu1uv1z.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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