Bell Potter Securities (US) LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 289328
- Registered since
- July 16, 2018
- Website
- bellpotter.com.au
Firm profile
FINTRXOverview
Bell Potter Securities (US) LLC is an SEC-registered limited liability company that appears in FINTRX as a U.S. entity. The firm registered with the SEC in 2018 and is listed as owned by a domestic entity/individual. FINTRX classifies the firm as “Unclassified” and flags it as not operating as a capital allocator. The profile indicates the firm is not an active ESG investor and is not registered as a multi-state adviser. Public disclosures in FINTRX do not include detailed descriptions of Bell Potter Securities (US) LLC’s advisory activities, fee model, or typical client base. That limited disclosure suggests FINTRX’s record is constrained to basic registration and organizational attributes rather than an expanded operational profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Monica Difiore
Chief Compliance OfficerCRD 2966552
Contacts
3 of 5
Steve Cossettini
Managing PartnerCRD 5703408
Colin Morton Bell
DirectorCRD 4373333
Cindy-jane Lee
Group General Counsel and Company SecretaryCRD 6832713
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1330 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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