Citic Securities International USA, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
19
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 organized as a limited liability company operating under that name in the U.S. Ownership is recorded as a mix of a domestic entity and individual owners, and the firm is categorized in the dataset as unclassified. The profile data indicates the firm is not a capital allocator and is not identified as an active ESG investor. The available records do not provide detail on client types, fee schedules, specific business lines, or the advisory services the firm offers. The firm is likewise not shown as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the supplied dataset.

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 3
  • William Holub

    William Holub

    CFOCRD 2680290

  • Andrew Hilton

    Andrew Hilton

    COOCRD 6657192

  • Jiong Li

    Chief Financial Officer & TreasurerCRD 6798277

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

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