Coit Capital Securities LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
164959
Registered since
June 19, 2013

Firm profile

FINTRX

Overview

Coit Capital Securities LLC is a limited liability company that registered with the SEC in 2013. FINTRX records indicate it is owner-managed by an individual and is categorized as unclassified. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser, and it is not listed as a newly formed adviser.

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 3
  • Richard Nasser

    Richard Nasser

    DirectorCRD 5483983

  • Stephen Nasser

    Stephen Nasser

    Managing DirectorCRD 1234278

  • Neal Sebbard

    Managing DirectorCRD 1299036

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth