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 listed in FINTRX as an SEC-registered limited liability company (registered in 2012). The platform records the firm's owner type as a combination of a domestic entity and an individual. FINTRX classifies the adviser as "Unclassified" and provides minimal public detail about its client base, fee schedules, business activities or advisory lines. The database also flags the firm as not being a capital allocator and not an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, or a related adviser. The available entries suggest limited disclosure in the FINTRX profile rather than a detailed breakdown of strategy or client focus. There are no descriptive notes about target client segments, service models (RIA, broker-dealer affiliation, private client group), or advisory specialties on the provided record.
Assets & Accounts
Investments & Alternatives
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 4WILLIAM HOLUB
CFOCRD 2680290
BRADLEY SCHWARTZ
CEOCRD 2372237
JIONG LI
Chief Financial Officer & TreasurerCRD 6798277
Contacts
3 of 16GEORGINA EDIONSERI
Risk ManagerCRD 7454026
Aaron Li
Associate Director Of OperationsCRD 7009749
CHRISTIAN BILLET
CCO, Managing DirectorCRD 2441597
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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