CITICORP SECURITIES SERVICES, INC.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
15387
Registered since
July 27, 1984

Firm profile

FINTRX

Overview

Citicorp Securities Services, Inc. is a corporate entity that has been SEC-registered since 1984. FINTRX classifies the firm as "Unclassified" and lists its owner type as a domestic entity and an individual. The firm is not identified as a capital allocator, it does not report being an active ESG investor, and it is not registered as a multi-state adviser. FINTRX also indicates the firm is not a pension consultant and has no related adviser relationship recorded.

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

Contacts

3 of 11
  • WILLIAM WADE

    Managing DirectorCRD 2095481

  • PABLO LARA

    Sales TraderCRD 5398044

  • Sebastien Mailleux

    Global HeadCRD 7545656

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
390 388 Greenwich St Greenwich St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth