COIT CAPITAL SECURITIES LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 164959
- Registered since
- June 19, 2013
- Website
- coitcapitalsecurities.com
Firm profile
FINTRXOverview
Coit Capital Securities LLC is organized as a limited liability company and has been SEC-registered since 2013. The firm is individually owned and is classified in the available records as "Unclassified." Reported attributes indicate it does not serve as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser or pension consultant. Public-facing descriptions of business lines, advisory activities and client segments were not provided in the available records. That absence of detail limits assessment of the firm’s target clients, service model or investment approach.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3RICHARD NASSER
DirectorCRD 5483983
STEPHEN NASSER
Managing DirectorCRD 1234278
NEAL SEBBARD
PrincipalCRD 1299036
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 238 Francisco St
- Time zone
- PT (UTC-8)
- Office locations
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