Citicorp Securities Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
15387
Registered since
July 27, 1984

Firm profile

FINTRX

Overview

Citicorp Securities Services, Inc. is organized as a corporation. FINTRX classifies the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. The provider has not supplied a narrative on the firm's business model, advisory activities, or client focus, so there is limited public detail on how the firm positions its services. The record includes several operational flags: the firm is not identified as a capital allocator, is not active on ESG investing, is not a multi-state adviser, is not newly formed, is not listed as a pension consultant, and is not noted as a related adviser.

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

Contacts

3 of 11
  • John Conway

    DirectorCRD 1584619

  • William Wade

    William Wade

    Managing DirectorCRD 2095481

  • Ryan Brophy

    Senior AnalystCRD 2668207

Unlock 8 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
390 388 Greenwich St Greenwich St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth