Cohen & Steers Securities, LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
135
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
29258
Registered since
September 17, 1991

Firm profile

FINTRX

Overview

Cohen & Steers Securities, LLC is organized as a limited liability company and has been registered with the SEC since 1991. The FINTRX snapshot identifies the owner type as a combination of a domestic entity and an individual, and classifies the firm as "Unclassified." Several operational flags in the record indicate limited public detail about how the firm sources or allocates capital: it is marked as not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed. The dataset does not include descriptions of the firm's advisory activities, fee structure, or client segments, so the firm’s business model and client-facing services are not defined in the available record.

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

Owners & executives

3 of 4
  • Joseph Harvey

    Joseph Harvey

    Chief Executive OfficerCRD 2531649

  • Adam Derechin

    Adam Derechin

    Chief Operating OfficerCRD 2531374

  • Christopher Parliman

    Christopher Parliman

    Executive Vice President & COOCRD 4284873

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Contacts

3 of 131
  • David Roberts

    DirectorCRD 5101664

  • Charles Renfro

    Charles Renfro

    Vice PresidentCRD 5357968

  • Brian Carlisle

    Brian Carlisle

    Senior Vice PresidentCRD 4533421

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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
1166 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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