Clarion Partners Securities, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
166384
Registered since
November 20, 2013

Firm profile

FINTRX

Overview

Clarion Partners Securities, LLC is a limited liability company that registered with the SEC in 2013. Public filings characterize the entity as owned by a combination of a domestic corporate entity and an individual. The firm is listed as unclassified in the snapshot data and does not present itself as a capital allocator. The firm does not identify as an active ESG investor, and it is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or a related adviser in the available records. The dataset supplied does not include details on advisory business lines, fee schedules, client segments, or specific investment strategies.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 19
  • Jeffrey Mintz

    Jeffrey Mintz

    Senior Vice PresidentCRD 5353430

  • Michael Zuckerman

    Michael Zuckerman

    ConsultantCRD 2670974

  • Evans Anderson

    Managing DirectorCRD 7360699

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
1 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth