Citic Securities International USA, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
158266
Registered since
March 26, 2012

Firm profile

FINTRX

Overview

Citic Securities International USA, LLC is a U.S.-organized limited liability company that has been SEC-registered since 2012. FINTRX classifies the firm as "Unclassified" and lists the owner type as a combination of a domestic entity and an individual. The database flags the firm as not functioning as a capital allocator and not identifying as an active ESG investor. It is also not recorded as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The platform does not supply details on the firm’s client segments, fee models, specific business lines, or advisory services.

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

3 of 4
  • William Holub

    William Holub

    CFOCRD 2680290

  • Bradley Schwartz

    Bradley Schwartz

    CEOCRD 2372237

  • Jiong Li

    Chief Financial Officer & TreasurerCRD 6798277

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Contacts

3 of 16
  • Michael Khin

    Michael Khin

    Senior Compliance ManagerCRD 2815618

  • Georgina Edionseri

    Georgina Edionseri

    Risk ManagerCRD 7454026

  • Aaron Li

    Aaron Li

    Associate Director Of OperationsCRD 7009749

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Wealth teams

FINTRX

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
1155 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