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 organized as a limited liability company and is identified in FINTRX as owned by a combination of a domestic entity and an individual. The dataset classifies the firm as "Unclassified" and indicates it does not act as a capital allocator. FINTRX also flags the firm as not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The firm has not provided additional material detail about its advisory or business activities in the dataset.
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 5Michael Glynn
FinOpCRD 3219445

Steve Cossettini
Managing PartnerCRD 5703408
Colin Morton Bell
DirectorCRD 4373333
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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