CLARION PARTNERS SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
22
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
166384
Registered since
November 20, 2013

Firm profile

FINTRX

Overview

Clarion Partners Securities, LLC is organized as a limited liability company and has been SEC-registered since 2013. The publicly reported ownership mix identifies both a domestic entity and individual owners. The firm is listed as "unclassified" in the source data, and it is not described as a capital allocator or a multi-state adviser. The records indicate it does not position itself as an active ESG investor, is not a pension consultant, and is not flagged as a related adviser to another registered manager. Operational details such as target client segments, fee schedules, core advisory activities, or investment strategy are not included in the provided dataset, so no firm-specific positioning on those topics can be drawn from the source.

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 22
  • Jeffrey Mintz

    Senior Vice PresidentCRD 5353430

  • KAREN KASTEEL-METTENBRINK

    Managing DirectorCRD 4458695

  • MICHAEL ZUCKERMAN

    ConsultantCRD 2670974

Unlock 19 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
1 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth