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 organized as a corporation and has maintained SEC registration since 1984. The FINTRX record characterizes ownership as a domestic entity or individual and lists the firm’s regulatory classification as unclassified. The profile shows the firm is not acting as a capital allocator and is not flagged as an active ESG investor. It is also not identified as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not provide entries for the firm’s business activities, advisory activities, fee structure, or client base, so the record offers limited visibility into how the entity positions itself commercially or the specific services it provides.

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

    William Wade

    Managing DirectorCRD 2095481

  • Pablo Lara

    Pablo Lara

    Sales TraderCRD 5398044

  • Sebastien Mailleux

    Global HeadCRD 7545656

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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