CNR Securities, LLC

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
148
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
18466
Registered since
October 8, 1986

Firm profile

FINTRX

Overview

CNR Securities, LLC is organized as a limited liability company and has been SEC-registered since 1986. The snapshot data identifies the owner type as a mix of a domestic entity and an individual and classifies the firm as "Unclassified." The record shows the firm is not flagged as an active ESG investor and is not marked as a multi-state adviser. Public-facing detail about the firm’s business lines, advisory services, fee schedules, client segments or capital-allocation activity is not provided in the source data. Those omissions limit visibility into how CNR Securities positions itself in wealth management or what client types it targets.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Charles Luke

    Charles Luke

    Chief Investment OfficerCRD 5419833

Contacts

3 of 147
  • Alain Landais

    Alain Landais

    Associate Portfolio ManagerCRD 5643185

  • Joseph Baumgartner

    Joseph Baumgartner

    Investment Solutions ConsultantCRD 5643440

  • Valerie Iacovelli

    Valerie Iacovelli

    DirectorCRD 5650451

Unlock 144 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
400 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth