CNR Securities, LLC

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
149
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 appears in FINTRX as an SEC-registered entity since 1986. The firm is listed with an owner type described as a domestic entity and individual. FINTRX classifies the firm as "Unclassified" and does not identify it as a capital allocator. The snapshot data indicates the firm is not flagged as an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Other business and advisory activity fields in the provided dataset are blank, so there is no FINTRX-sourced detail on client segments, fee structure, or specific advisory services offered.

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

Owners & executives

1 of 1
  • Charles Luke

    Charles Luke

    Chief Investment OfficerCRD 5419833

Contacts

3 of 148
  • Adrian Engel

    Adrian Engel

    Senior Portfolio ManagerCRD 5612803

  • Valerie Iacovelli

    Valerie Iacovelli

    DirectorCRD 5650451

  • Daniel Meaney

    Daniel Meaney

    TraderCRD 7263729

Unlock 145 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
400 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth