COHEN & STEERS SECURITIES, LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
133
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
29258
Registered since
September 17, 1991

Firm profile

FINTRX

Overview

Cohen & Steers Securities, LLC is recorded in FINTRX as a limited liability company that first registered with the SEC in 1991. The snapshot classifies ownership as a mix of a domestic entity and individual ownership and lists the firm's classification as "Unclassified." The record indicates the firm is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser; it is also not listed as a pension consultant or related adviser. FINTRX does not provide descriptive entries about the firm's investment mandates, client types, fee structure, or advisory activities, so there is limited public detail in this dataset about how the entity positions its investment services or the investor segments it targets.

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

3 of 3
  • CHRISTOPHER PARLIMAN

    Executive Vice President & COOCRD 4284873

  • JOSEPH HARVEY

    Chief Executive OfficerCRD 2531649

  • ADAM DERECHIN

    Chief Operating OfficerCRD 2531374

Contacts

3 of 130
  • ALEXANDER BERG

    Senior Vice PresidentCRD 4973796

  • JAMES SHIELDS

    Wealth Management ConsultantCRD 2222738

  • Nikita Krishnan

    Senior AssociateCRD 8223262

Unlock 127 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
1166 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