Bell Potter Securities (US) LLC

Broker-DealerFINRA Member
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 organized as a limited liability company and is identified in FINTRX as owned by a combination of a domestic entity and an individual. The dataset classifies the firm as "Unclassified" and indicates it does not act as a capital allocator. FINTRX also flags the firm as not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The firm has not provided additional material detail about its advisory or business activities in the dataset.

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
  • Michael Glynn

    FinOpCRD 3219445

  • Steve Cossettini

    Steve Cossettini

    Managing PartnerCRD 5703408

  • Colin Morton Bell

    DirectorCRD 4373333

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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