CLARION PARTNERS SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
22
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 organized as a limited liability company and has been SEC-registered since 2013. Regulatory filings list the firm's ownership as a combination of a domestic entity and an individual and classify the adviser as "Unclassified." The snapshot flags several negative designations: the firm is not identified as a capital allocator, is not an active ESG investor, is not registered as a multistate adviser, and is not described as a pension consultant or related adviser. The source materials supply minimal detail about investment strategy, client segments, fee arrangements, or day-to-day advisory activities, so the firm's market positioning and portfolio tilts are not documented in the provided data.

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 22
  • Jeffrey Mintz

    Senior Vice PresidentCRD 5353430

  • KAREN KASTEEL-METTENBRINK

    Managing DirectorCRD 4458695

  • MICHAEL ZUCKERMAN

    ConsultantCRD 2670974

Unlock 19 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
1 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth