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 organized as a corporation and classified as an investment bank. The firm has been SEC-registered since 1968. FINTRX lists the owner type as a domestic entity/individual. The profile indicates the firm is not a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser. No details about advisory or specific business activities were provided in the source data.

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
  • Paul Milleliri

    Managing Director, Chief Operating OfficerCRD 5969524

  • Lydie Michel

    Lydie Michel

    Regional Chief Operating OfficerCRD 6936851

  • William Kurz

    William Kurz

    Chief Operating OfficerCRD 7602164

Contacts

3 of 318
  • Oskar Rogg

    Oskar Rogg

    Managing DirectorCRD 1185837

  • M David Tayabji

    Managing DirectorCRD 1574755

  • May Yu

    AssociateCRD 1622026

Unlock 315 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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