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 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

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

    DirectorCRD 5483983

  • STEPHEN NASSER

    Managing DirectorCRD 1234278

  • NEAL SEBBARD

    PrincipalCRD 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