Citic Securities International USA, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 158266
- Registered since
- March 26, 2012
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
William Holub
CFOCRD 2680290

Bradley Schwartz
CEOCRD 2372237
Jiong Li
Chief Financial Officer & TreasurerCRD 6798277
Contacts
3 of 16
Michael Khin
Senior Compliance ManagerCRD 2815618

Georgina Edionseri
Risk ManagerCRD 7454026

Aaron Li
Associate Director Of OperationsCRD 7009749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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