Credit Agricole Securities (USA) Inc.

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
321
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
190
Registered since
February 23, 1968

Firm profile

FINTRX

Overview

Credit Agricole Securities (USA) Inc. is a U.S. corporate investment bank listed in FINTRX with an SEC registration date recorded as 1968. The filing characterizes the owner type as a domestic entity/individual and classifies the firm as an investment bank rather than a retail registered investment adviser or capital allocator. The FINTRX snapshot indicates the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not a newly formed adviser. Fields for client base, fee structure, business activities, and advisory activities were not populated in the provided record. The snapshot also flags that the firm does not function as a capital allocator and does not list related adviser relationships or pension consulting activity. A separate activities-and-affiliations section in the source contained no disclosures.

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
  • William Kurz

    William Kurz

    Chief Operating OfficerCRD 7602164

  • Lydie Michel

    Lydie Michel

    Regional Chief Operating OfficerCRD 6936851

  • Paul Milleliri

    Managing Director, Chief Operating OfficerCRD 5969524

Contacts

3 of 318
  • Louis Theophile Piat

    Louis Theophile Piat

    AssociateCRD 7239564

  • Pamela Quintana

    Pamela Quintana

    Senior AssociateCRD 5786521

  • Gurvinder Parmar

    Gurvinder Parmar

    Vice PresidentCRD 8078676

Unlock 315 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
1301 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