Cohen & Steers Securities, LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
—
Advisory reps
136
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 SEC-registered 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." The record does not list client segments, fee schedules, or detailed advisory activities. The profile indicates a limited public footprint in the dataset: the firm is not designated as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It is also not identified as a pension consultant or a related adviser. Those negative flags, combined with the lack of disclosed business-activity detail, suggest the available record is sparse on how the firm sources or manages client mandates.

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 132
  • 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

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

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