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. Ownership is listed as a combination of a domestic entity and an individual. In the FINTRX snapshot the firm is classified as unclassified and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, or a pension consultant. The firm’s publicly reported business and advisory activities are not detailed in the available FINTRX 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 3
  • Christopher Parliman

    Christopher Parliman

    Executive Vice President & COOCRD 4284873

  • Joseph Harvey

    Joseph Harvey

    Chief Executive OfficerCRD 2531649

  • Adam Derechin

    Adam Derechin

    Chief Operating OfficerCRD 2531374

Contacts

3 of 132
  • Alexander Berg

    Alexander Berg

    Senior Vice PresidentCRD 4973796

  • James Shields

    James Shields

    Wealth Management ConsultantCRD 2222738

  • Nikita Krishnan

    Nikita Krishnan

    Senior AssociateCRD 8223262

Unlock 129 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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth