CITIC SECURITIES INTERNATIONAL USA, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
158266
Registered since
March 26, 2012

Firm profile

FINTRX

Overview

Citic Securities International USA, LLC is listed in FINTRX as an SEC-registered limited liability company (registered in 2012). The platform records the firm's owner type as a combination of a domestic entity and an individual. FINTRX classifies the adviser as "Unclassified" and provides minimal public detail about its client base, fee schedules, business activities or advisory lines. The database also flags the firm as not being a capital allocator and not an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, or a related adviser. The available entries suggest limited disclosure in the FINTRX profile rather than a detailed breakdown of strategy or client focus. There are no descriptive notes about target client segments, service models (RIA, broker-dealer affiliation, private client group), or advisory specialties on the provided record.

Assets & Accounts

Investments & Alternatives

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 4
  • WILLIAM HOLUB

    CFOCRD 2680290

  • BRADLEY SCHWARTZ

    CEOCRD 2372237

  • JIONG LI

    Chief Financial Officer & TreasurerCRD 6798277

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Contacts

3 of 16
  • GEORGINA EDIONSERI

    Risk ManagerCRD 7454026

  • Aaron Li

    Associate Director Of OperationsCRD 7009749

  • CHRISTIAN BILLET

    CCO, Managing DirectorCRD 2441597

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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
1155 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