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 limited liability company that has been SEC-registered since 2012. Ownership is listed as a mix of a domestic entity and an individual. The firm is labeled as "Unclassified" in the snapshot data and is not identified as a capital allocator. It is not flagged as an active ESG investor, not a multi-state adviser, not a newly formed adviser, and not a pension consultant or related adviser according to the available registry details.

Assets & Accounts

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

3 of 4
  • William Holub

    William Holub

    CFOCRD 2680290

  • Andrew Hilton

    Andrew Hilton

    COOCRD 6657192

  • Bradley Schwartz

    Bradley Schwartz

    CEOCRD 2372237

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Contacts

3 of 16
  • Christian Billet

    Christian Billet

    CCO, Managing DirectorCRD 2441597

  • Kenneth Bell

    Kenneth Bell

    Trade Support AnalystCRD 1521244

  • Hope White

    Hope White

    VP of Operations Middle Office SettlementsCRD 2223823

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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
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