Frank E Francese
Investment adviser representative at Amg Funds LLC
13 yearsExperience
1 stateRegistered in
$18.3BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Amg Funds LLCAug 2024 to now
- Morgan StanleyFeb 2023 to Aug 2024
- Kari OutJul 2022 to Jan 2023
- Northwestern MutualMay 2021 to Jan 2022
- NysdolDec 2020 to Sep 2021
- Sports BarnDec 2020 to Dec 2020
- InstacartMay 2020 to May 2020
- University of DelawareAug 2018 to May 2022
- Yorktown School DistrictFeb 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
Amg Funds LLC
$18.3BAssets managed
5Clients
7Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7357154
- Firm CRD
- 153456