Bell Potter Securities (US) LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
289328
Registered since
July 16, 2018

Firm profile

FINTRX

Overview

Bell Potter Securities (US) LLC is an SEC-registered limited liability company that appears in FINTRX as a U.S. entity. The firm registered with the SEC in 2018 and is listed as owned by a domestic entity/individual. FINTRX classifies the firm as “Unclassified” and flags it as not operating as a capital allocator. The profile indicates the firm is not an active ESG investor and is not registered as a multi-state adviser. Public disclosures in FINTRX do not include detailed descriptions of Bell Potter Securities (US) LLC’s advisory activities, fee model, or typical client base. That limited disclosure suggests FINTRX’s record is constrained to basic registration and organizational attributes rather than an expanded operational profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Monica Difiore

    Monica Difiore

    Chief Compliance OfficerCRD 2966552

Contacts

3 of 5
  • Steve Cossettini

    Steve Cossettini

    Managing PartnerCRD 5703408

  • Colin Morton Bell

    DirectorCRD 4373333

  • Cindy-jane Lee

    Group General Counsel and Company SecretaryCRD 6832713

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1330 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth