CNR SECURITIES, LLC

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
150
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
18466
Registered since
October 8, 1986

Firm profile

FINTRX

Overview

CNR Securities, LLC is organized as a limited liability company and appears in FINTRX records with an SEC registration year of 1986. Ownership is recorded as a mix of a domestic entity and an individual. The dataset does not provide detail on the firm's advisory mandates, fee schedules, client types, or day-to-day business activities; regulatory classification in the profile is listed as "Unclassified." The profile flags several negative indicators about advisory activity: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not documented as a related adviser. Those attributes, together with the sparse disclosure of business and advisory activities, suggest CNR Securities operates outside the typical RIA/advisory model reflected elsewhere in FINTRX, or that its advisory footprint is minimal.

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

Owners & executives

1 of 1
  • CHARLES LUKE

    Chief Investment OfficerCRD 5419833

Contacts

3 of 149
  • ADRIAN ENGEL

    Portfolio Manager at City National RochdaleCRD 5612803

  • VALERIE IACOVELLI

    Business Strategy ManagerCRD 5650451

  • Daniel Meaney

    TraderCRD 7263729

Unlock 146 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
400 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth