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 a U.S.-organized limited liability company that registered with the SEC in 2018. Publicly filed attributes classify the firm as "Unclassified" and identify its owner type as a domestic entity/individual. The firm does not report itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX data does not include details on business lines, advisory services, client segments, or fee schedules.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MONICA DIFIORE

    Chief Compliance OfficerCRD 2966552

Contacts

3 of 5
  • 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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