Coit Capital Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
164959
Registered since
June 19, 2013

Firm profile

FINTRX

Overview

Coit Capital Securities LLC is organized as a limited liability company under individual ownership and is reported in public registry data as "Unclassified." Public disclosures about the firm are sparse: it does not identify a specific advisory focus, fee model, client demographics, or detailed business activities in available sources. The firm is not identified as an ESG investor, a capital allocator, a multi-state adviser, a pension consultant, or a related adviser. Available records do not list named professionals, investment strategies, or product shelf information, so there is limited visibility into how the firm constructs portfolios or sources investment ideas. That lack of public detail makes it difficult to assess client type, target asset mixes, or operational capabilities from outside the organization.

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

Contacts

3 of 3
  • Stephen Nasser

    Stephen Nasser

    Managing DirectorCRD 1234278

  • Neal Sebbard

    Managing DirectorCRD 1299036

  • Richard Nasser

    Richard Nasser

    DirectorCRD 5483983

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
238 Francisco St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth